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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 DudleyThe Legal 500 - The Clients Guide to Law FirmsNicola 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

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

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.

Email: rsnashall@pwtadvice.co.uk

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.

Email: srusike@pwtadvice.co.uk

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.

Email: sbridge@pwtadvice.co.uk

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.

Email: ncohen@pwtadvice.co.uk

Claire Adenis-Lamarre

Claire Lamarre

Claire is a Solicitor of England & Wales and an Avocat au Barreau de Paris. She advises British and international companies with business interests in France on the legal aspects of contracts/distribution, banking and employment, as well as French and international high net worth individuals with assets in Europe.

She graduated from Montpellier Law and Economics University with an Advanced Diploma in Business Law (DESS) and a specialized Business Consulting Diploma (DJCE). She was admitted to the Paris Bar in 1981. Claire worked for four years in-house in the legal department of the Rothschild Bank in Paris, where she gained a comprehensive knowledge of retail banking in the areas of risk assessment, securities and debt recovery in the French banking system.

She then worked in private practice for mid-sized law firms in Paris, advising in relation to commercial and banking law. In 1994, Claire set up her own firm in Paris, providing advice to the Anglo-French business community there. She moved to London in 2003 to develop her international practice.

Claire is a long-standing member of the Franco- British Chamber of Commerce and Industry in Paris, and has throughout the years given conferences and talks, as well as written information booklets and articles, about setting up and trading in France for British entrepreneurs. She is now advising international families about their European based assets, the organisation and winding-up of their international estates as well as the related tax issues; she has acted on behalf of buyers and sellers of properties in France, including unusual legal structures ( such as "viager").

Claire is a member of The Law Society of England and Wales, the Paris Bar, the Franco – British Chamber of Commerce and Industry (Paris) and the ANDJCE : Association Nationale des Diplômés Juristes d' Entreprise.

Email: cadenislamarre@pwtadvice.co.uk

Stacy Lake

Stacy Lake

Stacy qualified as a Barrister in 2006 and as a solicitor in 2010, specialising in personal tax and estate planning for clients resident in the UK with cross-border interests.

Before joining PWT, Stacy worked for a US city firm, a Swiss private wealth company and a life assurance company in Luxembourg. As a result, Stacy has extensive experience with multi-jurisdictional matters, with a particular interest in succession planning in an international context. Stacy’s focus is on assisting clients who have a need for portable plans and solutions, and an aim to transfer wealth to other generations in an efficient manner. Stacy also provides UK advice on personal taxation, inheritance tax, estate planning and offshore bonds.

Stacy is a member of the Law Society, The Society of Trusts and Estate Practitioners (STEP), a non-practising member of the Bar of England and Wales, and The Honourable Society of Gray’s Inn. Stacy is published in private client and trade journals.

Email: slake@pwtadvice.co.uk

Clive Butler

Clive Butler

Clive is an experienced private client tax adviser having previously worked for a range of firms including Big 4 accountancy firms and an offshore trustee in the Channel Islands. His main specialism is advising non-UK domiciled clients with offshore structuring, as well as advising on capital tax matters more widely and agreeing complex investigations/disclosures with HMRC.

Clive is a Chartered Tax Adviser, a full member of STEP and holder of the CIOT’s Advanced Diploma in International Tax as well as STEP’s Advanced Certificate in UK Tax for International Clients. He is an active member of CIOT’s Private Client International Tax Sub Committee as well as CIOT’s Management of Taxes Sub Committee.

Email: cbutler@pwtadvice.co.uk

Ramandip Kaur

Ramandip Kaur

Ramandip has experience of running various successful regulated financial claims management businesses. After selling her claims firm based in Central London in 2017 she returned to law to work in Probate and the administration of estates. She has also been involved in pre-death estate planning matters including Wills and Lasting Powers of Attorney. She has a particular interest in Shariah compliant Islamic Will matters. She is an Affiliate member of STEP as well as a CLC Probate Lawyer. She is currently studying STEP Trusts and Estates Practitioner qualification.

Email: rkaur@pwtadvice.co.uk

Matthew Boyle

Matthew Boyle

Mathew qualified as a solicitor in 2007. He has spent 14 years at one of the UK's leading pension law firms advising private individuals, pension scheme trustees, pension providers, law firms and large companies on all aspects of pension law including advice on the operation of SIPPs and SSASs, the drafting of pension scheme documentation and pension tax and regulatory compliance. He is one of the very few lawyers in the UK to have completed a secondment at the Pensions Regulator laying the foundation for a particular expertise in regulatory matters.

He has previously been described by clients in the Chambers Guide as “proficient, knowledgeable and professional.” He is a member of the Association of Pension Lawyers, an elected Committee Member of the Association of Pension Lawyers Scottish Group and an alternate member of the Law Society of Scotland Pensions Law Sub-Committee.

He is a published author on employment and pension law topics and has been cited in the UK courts including the UK Supreme Court.

Email: mboyle@pwtadvice.co.uk

Articles

The effects of Shari’a law on will drafting & estate planning

More and more families in the UK have some connection to Shari’a law. For the practitioner, the impact of Shari’a law raises certain challenges. First, advisers need to know that the wills they are drafting are valid. Second, Shari’a law can have an impact on standard UK estate planning.

This article summarises the conflict of law rules, to show how Shari’a law can be relevant, and then gives a very brief overview of the Shari’a laws of succession. Practical examples are included to show the issues that practitioners need to look out for.

Read more

Latest News

COVID-19 Update

At PWT Advice LLP we are closely monitoring the global impact of the current COVID-19 pandemic and following the advice of the Government. The health and welfare of our staff team, clients, and their families is our number one priority.

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