Patricia is ranked as a ‘Next Generation Partner’ in the 2024 edition of The Legal 500, where she is singled out for her pragmatic approach to advising high net worth individuals within and outside the UK. She is also recognised in Private Client Global Elite’s ‘Global Excellence’ listing.
As a Partner in the Private Client team, Patricia has in-depth expertise in all relevant areas of UK tax. She advises ultra high net worth individuals across the full range of personal estate planning and succession matters, including advising on will planning, cross-border estate planning, mental capacity issues, and asset protection. She frequently advises on the creation of non-UK resident trusts (including PTC structures), as well as reviewing existing structures, and advising on the termination of trusts.
With a particular specialism in advising Asian families on cross-border family governance, Patricia frequently travels to the region to advise on succession planning for owners of family businesses and structuring assets for passing down to the next generation in a sustainable manner. Patricia has particular expertise in dealing with multi-jurisdictional matters, enabling her to quickly identify the most suitable structures for clients with cross-jurisdictional touchpoints.
Her wide network of intermediaries allows her to help clients identify the right service provider for their needs and requirements, particularly in cases where they are considering setting up a trust and need advice choosing a trustee with whom they can establish a long-term relationship.
