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
Autumn Budget 2025: Private equity
There were fewer changes than some feared for private equity investors and their portfolio companies, but the broad package of varied tax changes will impact everyone in years to come.
Article
Autumn Budget 2025: Limited tax changes specific to international individuals – for now
Following significant tax changes in the Autumn 2024 Budget, including the abolition of the non-UK domiciled tax regime, it was unsurprising that this year’s Budget contained little that will specifically impact the tax treatment for international individuals.