Areas of expertise
Residence and domicile; offshore trusts; UK trusts; UK property; landed estates.
Susan advises on a wide variety of private client tax matters with a particular focus on high-net-worth non-domiciled and/or non-resident individuals, and advises the trustees and beneficiaries of many UK and offshore trusts.
She also advises on the tax-efficient financing of UK assets including UK property, with a particular focus on reducing exposure to UK inheritance tax. Her clients are from all around the world, from Australia to Zimbabwe.
- Pre-arrival planning for non-UK-domiciled clients resulting in tax-free remittances to the UK for many years.
- Utilising business investment relief and enterprise investment scheme reliefs for non- domiciles to help reduce UK tax liabilities.
- Winding up a number of offshore trusts tax-effectively.
Member of the Chartered Institute of Taxation (CIOT) and Fellow of the Association of Chartered Certified Accountants (ACCA).