UK
Ireland
Felicity specialises in private client work and has spent her career working with individual taxpayers and their family trusts providing advice on their income tax, capital gains tax and inheritance tax positions.
Experience
Felicity has over 30 years' experience of working with private clients, including individuals and their trusts. Her particular focus is on non-domiciled and/or non-resident individuals and their associated UK and offshore trusts.
Notable client work and achievements
- Felicity frequently advises individuals moving to and from the UK on complying with UK tax requirements and ensuring that their tax affairs are structured efficiently.
- With established UK families, the emphasis is on planning for passing wealth to the next generation including the use of family trusts (both onshore and offshore).
Professional qualifications/memberships
FCA, CTA
Article
Surviving inheritance: Tax and governance for family businesses after BPR reforms
Inheritance tax changes are an opportunity for many family business owners to finally address succession and secure their legacy.
Article
Could a UK wealth tax be on the horizon as we approach the Autumn Budget 2025?
With speculation mounting in the press over the potential introduction of a wealth tax in the upcoming Autumn Budget, we consider what a wealth tax is, how it could be introduced in the UK and the legion of challenges it would raise.