
Private Client Services
I am a Partner in BDO's Private Wealth team in London, advising US connected (ultra) high net worth individuals, founders, and family offices on complex US and UK cross border tax matters.
I have over 17 years' experience advising internationally mobile clients across London, Hong Kong, and Singapore, with a particular focus on individuals whose wealth has been generated through financial services and alternative investment management (hedge funds, private equity and venture capital partners and executives).
My role is to help clients manage tax risk, protect capital, and navigate major personal or commercial transitions, often acting as a central adviser in coordinate and ensure timely delivery of practical, joined up solutions for international families and family offices.
I am US/UK dual qualified as a Fellow of the Institute of Chartered Accountants in England & Wales (ICAEW) and an IRS Enrolled Agent.
Ask me about US and UK cross border pre-immigration and exit tax planning, wealth structuring, cross border estate and gift tax planning, foreign tax credit planning particularly in relation to carried interest remuneration, US expatriation, complex compliance, and voluntary disclosure.