Tel: 07970 853986
Caroline advises both UK and non-UK based clients on a broad range of private wealth matters, including the preparation of UK tax efficient Wills, advising on UK personal tax and estate planning, and the preparation and registration of lasting powers of attorney.
Caroline’s client base includes high and ultra-high net worth individuals, trustees and family offices. She has particular experience in advising on private client matters with an international element, including cross-border personal tax and estate planning matters and complex offshore and onshore trust and corporate structures.
Caroline has a particular focus on advising non-UK domiciled individuals and families on their wealth and succession planning. Caroline also regularly advises non-UK based clients on UK private client matters, including tax planning for clients moving to the UK and suitable holding structures for UK assets.
Caroline joined The Burnside Partnership in May 2023. Prior to joining, Caroline worked in the top-ranked private client team at a global law firm.
Caroline is a full member of the Society of Trust and Estate Practitioners (STEP). She is based in our London office.