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PWT Biographies

Partners

Jo qualified as a solicitor in 1995 and has specialised in personal taxation ever since, particularly with an international element. She advises individuals who are moving to or from the UK. Chamber & Partners Jo advises on offshore trusts, offshore pensions (including QROPS and QNUPS) and other international structures (such as EBTs and EFRBS). Jo also advises on UK personal tax, estate planning and charities.

Jo writes frequently and has had articles published in The Times & The Financial Times as well as many trade journals. She co-wrote a book on Shari'a succession laws, called Islamic Wills, Trusts and Estates: Planning for this World and the Next, in early 2011 and has just written A UK Handbook for Offshore Trustees, published September 2011 by Euromoney Books. She lectures extensively both in the UK and overseas.

Jo is a member of The Law Society, The Society of Trusts & Estate Practitioners, The Association of Contentious Trust & Probate Specialists and The Society of Authors. She has a degree in European Law (University of Warwick), a Diploma of French law (University of Lille) and a Masters degree in trusts law (University of Greenwich). Jo is a member of The Law Society's Wills and Equity Committee and also the STEP UK Practice Committee

Email: jsummers@pwtadvice.co.uk

Nicola Dudley

Nicola DudleyNicola Dudley is qualified with STEP in Will Writing

Since qualifying as a Solicitor in 1993 Nicola has concentrated on tax planning for the individual and particularly enjoys Inheritance Tax planning for the family, spreading wealth through the generations in the most tax efficient manner.

Her areas of expertise include advising on both lifetime and post death tax planning, advice in relation to and the preparation of Wills and Trusts (including continuing Trust management), obtaining Grants of Probate and Letters of Administration and administration of estates, general and specific Powers of Attorney including Lasting Powers of Attorney and Court of Protection applications. Nicola writes a regular legal column and is involved in various private client presentations.

Nicola acts for a diverse mix of clients primarily in the London, Surrey and Sussex areas, having practiced both in city and high street firms. She is a member of The Law Society, The Society of Trust & Estate Practitioners and Solicitors for the Elderly.

Email: ndudley@pwtadvice.co.uk

Consultants

Patrick Hurd

Patrick Hurd

Patrick qualified as a solicitor in 1981 and spent seven years in the Channel Islands in mainly private client cross-border business, first with a merchant bank and then joining and becoming a partner with a top 10 international firm of accountants in 1985 until he came back to the UK in 1989. After two years with a large London legal firm, Patrick set up his own solicitor's practice, concentrating on personal tax and commercial law with mainly international aspects, which he ran for 17 years.

Patrick also set up and ran a corporate and trust services company in London which was sold in 2001.

Patrick lectures frequently, particularly on residence and domicile and has articles published in tax journals.

Patrick is now non practicing.

Email: phurd@pwtadvice.co.uk

Michael Jepson

Michael Jepson

Michael qualified as a Solicitor in 1961. He was a partner at NW legal practice, followed by four years in merchant banking, before moving to practice in the London area. More recently, he was a partner in Gordon Dadds, before establishing his own tax consultancy and has worked closely with Patrick Hurd for a number of years. He has specialised in tax planning, particularly for the family company, estates, wills, trusts and given offshore advice, for practically the whole of his professional career. Michael has also written books and lectured on the subject and is a Chartered Tax Adviser and a STEP member.

Email: mjepson@pwtadvice.co.uk

Sandy Rutter

Sandy Rutter

Sandy has specialised in private client legal work for over 15 years. Prior to joining PWT Advice LLP, Sandy worked for two large firms in the West End and the City of London.

Sandy deals primarily in estate administration for both UK and international estates. She has dealt with estates for people from as far away as Hong Kong, Australia and Zambia to as near as Malta, Spain and Ireland. She has obtained Grants of Probate on English and foreign wills (including re-seals of foreign probates) and has dealt with intestate estates (where there is no will) for a variety of English and overseas clients.

Sandy also does Court of Protection work, including preparing and registering Lasting Powers of Attorney. In addition, Sandy deals with charity administration, either helping people make donations to charity (including operating Charities Aid Foundation Accounts) or assisting charities in dealing with requests for funding. She is an affiliated member of STEP.

Email: srutter@pwtadvice.co.uk

Jo Pilc

Jo Pilc

Jo qualified as a solicitor in 1983 and for much of her career since worked for two large Central London firms of solicitors where she specialised in Wills, Probate and the administration of estates, including (pre and post death) Inheritance Tax planning . She has particular experience in the obtaining of Grants of Representation for the estates of those not UK domiciled and also advises on the use of Trust Deeds for family provision and Lasting Powers of Attorney.

She is a member of the Society of Trust and Estate Practitioners.

Email: jpilc@pwtadvice.co.uk

Azeam Akram

Azeam Akram

Azeam qualified as a solicitor in 2004 and has a broad spectrum of experience in private client litigation. He advises on disputes relating to charities, trusts, and estates. He has acted on several cross border contentious probate matters involving Shariah and Indian inheritance law.

Azeam also advises on disputes relating to properties. He regularly advises freeholders, managing agents, leaseholders and tenants. He has experience in construction, insurance litigation and complex cases involving personal injury.

He has a keen interest in mediation and is working towards becoming an accredited mediator.

He is a member of the Law Society's Wills and Equity Committee and has co-authored a practice note on Shariah Inheritance Law with Jo Summers.

Email: aakram@pwtadvice.co.uk

Romaine
Snashall

Romaine Snashall

Romaine qualified as a Solicitor in 1993. Over the years Romaine gained considerable experience in property related work for developers, local authorities and private clients combining this with private client matters (wills, trusts, probate) in both London based and regional firms. Romaine decided she preferred the private client field some years ago and enjoys meeting and assisting clients in estate planning, wills, powers of attorney, statutory declarations, administration of estates and trusts and property related elements in these areas. Romaine is a member of the Law Society, the Association of Women Solicitors and is currently undertaking the STEP Trusts and Estates Practitioner qualification.

Sheila Rusike

Sheila Rusike

After obtaining her law degree in 2000, Sheila worked in the legal profession both internationally and in the UK. Before joining PWT Advice LLP, she worked at a large West End law firm where she specialised in the Private Client area, including Will drafting, the administration of estates, Court of Protection applications (including the preparation and registration of Lasting Powers of Attorney and applications for directions). Sheila now concentrates on preparing Wills and codicils, trust deeds and related documentation. She also assists in the administration of charities including the preparation of applications to register charities with the Charity Commission and the submission of annual returns.

Sarah Bridge

Sarah Bridge

Sarah qualified as a solicitor in 2001 and has specialised in private client ever since, working for a broad spectrum of clients including high net worth individuals and entrepreneurs, families, landed estates and trusts. Her expertise covers all aspects of private client work from wills, lasting powers of attorney, trusts and probate to estate planning, capital gains tax planning and trust planning for both UK and non UK domiciliaries. Sarah was formerly head of private client at west end media and entertainment law firm, Harbottle & Lewis LLP.

Nitzan Cohen

Nitzan Cohen

Nitzan qualified as a solicitor in 2000. Since qualifying he worked in the city and for other major regional firms as a corporate tax lawyer. In 2010 he started his own tax consultancy business and he currently acts as a consultant to a number of law firms.

He advises corporates and individuals on all corporate tax related matters, the tax implications relating to corporate/commercial transactions (mergers and acquisitions, MBO/Is and tax-related corporate restructuring) including approved and unapproved share schemes, employment and property taxes (SDLT and VAT).

Nitzan regularly lectures in in-house seminars aimed at lawyers and other professionals on various tax matters.

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