About Kelly
Kelly is a partner in our international private client practice, bringing specialist expertise in US/UK cross-border tax and estate planning.
She provides ultra-high-net-worth individuals, families, and family offices with sophisticated, discreet wealth structuring and succession planning solutions.
As Immediate Past Worldwide Chair of STEP and current Board member, Kelly is recognised globally as a thought leader in international trust and estate planning.
Her clients include millionaires, centi-millionaires, and billionaires with complex international affairs, business owners navigating cross-border succession, and families requiring sophisticated tax-efficient wealth transfer strategies.
She is particularly sought after for her deep expertise in UK/US tax matters, having held an advanced diploma in international taxation with a specialism in this area.
Kelly’s practice focuses on:
- UK/US Cross-Border Tax and Estate Planning – Specialist advice for families and individuals with assets and family members in both jurisdictions
- International Wealth Structuring – Creating tax-efficient structures for global families
- Succession Planning for Business Owners – Ensuring seamless generational wealth transfer
- Trust Establishing and Management – Sophisticated international trust structures
- Estate Planning for Non-Doms – Advising long-term UK residents and recent arrivals
- Offshore Structures – Strategic use of international structures for wealth preservation
- Mental Capacity and Financial Abuse Cases – Extensive experience protecting vulnerable individuals
- Expert Witness Services – Providing expert testimony on complex tax matters
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