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
In the Media
Kelly is a recognised expert commentator on private client and tax matters, regularly featured in national and specialist press including:
- The Financial Times
- The Times
- The Telegraph
- Investment International
- Professional Adviser
- Financial Planning Today
- IFA Magazine
- eprivateclient
- Today's Wills & Probate
- STEP Journal
- Trusts and Trustees
Her insights on inheritance tax planning, succession strategies, and international tax developments are frequently sought by leading financial and legal publications.
Professional Memberships
- Society of Trust and Estate Practitioners (STEP) – Full member (TEP)
- Chartered Institute of Taxation (CIOT)
- The Law Society
- Association of Chartered Trust and Estate Practitioners (ACTAPS)
- Also ranked in Spear's 500 (Recognised among the UK's leading tax and trust advisers – US/UK specialism)
Education and Qualifications
- Solicitor, England and Wales
- Chartered Tax Adviser (CTA)
- Advanced Diploma in International Taxation (ADIT) – UK/US specialism
- Trust and Estate Practitioner (TEP)
