Camilla advises high-net-worth individuals, both UK and non-UK domiciliaries, on estate planning to mitigate the incidence of inheritance tax and control the devolution of estates using lifetime gifts, trusts and tax-efficient wills. She also provides advice to clients on capital gains tax and income tax mitigation strategies as regards lifetime tax planning.
She has spent many years acting for the trustees of various family trusts, including those of significant value. This has involved dealing with the legal and tax problems which trustees commonly face, be they the needs and requirements of beneficiaries (and occasionally disputes with them) or the management of trust assets. Her expertise covers areas such as landed and agricultural estates, heritage houses and chattels, investment management including residential and commercial property, and global tax-efficient structures.
Camilla has experience of both offshore and onshore trust structuring and advising trustees and beneficiaries in relation to the day-to-day management and administration of trusts and estates, including landed estates across England and Wales.
Camilla is a member of the firm’s Offshore, Family Office and India Groups.
- Drafting wills, lasting powers of attorneys and lifetime trusts to mitigate tax or carry out estate or succession planning.
- Advising mixed US/UK citizen couples on their UK tax and estate planning.
- Drafting documents and providing tax advice as regards the ownership, transfer and enjoyment of high value art.
- Providing pre-arrival tax and remittance planning to non-UK domiciliaries (particularly Russian, Indian, Middle Eastern, Chinese and French).
- Advising on the UK tax implications of UK real estate structures set up by non-UK domiciled individuals (resident and non-resident in the UK).
- Advising entrepreneurs pre-liquidity as regards tax litigation, estate planning and succession.
- Advising on the creation of UK based Family and Private Investment Offices.
Camilla trained at US firm Dechert and thereafter was a solicitor in the Private Client team at Macfarlanes. She is a member of STEP (passing exams with distinction) and a founding member of PAIAM (Professional Advisors to the International Art Market).
Camilla qualified as a solicitor in 2004 and obtained a Master of Arts degree in Spanish from the University of Edinburgh.
Camilla speaks Spanish and French.
- Camilla has written a chapter called ‘Inheritance – The Foreign Connection’ in Private Client Practice: An Expert Guide, published by Solicitors Journal.
- Camilla is a contributor to Tatler’s “Expert’s Corner”, writing articles on inheriting a stake in the family business (November 2020) and the sustainable investing in a wealth management context (April 2021).
- Camilla also writes regularly for the industry and national press and a selection of her articles are listed under the “insights” links below.