Rowena joined Birketts in September 2021 as Trainee Solicitor.
She qualified as a Solicitor into our International Private Client Team in September 2023 and is based in the London office.
Rowena assists the team in providing a breadth of private client advice on a mixture of domestic and international matters for high-net-worth individuals, advisers, banks and trust companies. The team provides residence and domicile advice for clients moving to the UK, as well as lifetime tax and estate planning, Wills and probate, and advice for offshore trusts and private individuals with multi-jurisdictional estates.
During her Training Contract, Rowena completed seats in the Commercial Litigation Team, Corporate Team, International Private Client Advisory and Immigration Team.
Recent work highlights
Preparation of cross-border Wills for high-net-worth individuals with estates comprising of both domestic and international assets.
Cross-border estate tax planning for UK-resident US citizens, including mixed UK/US couples, and the tax implications of US trusts.
Providing analysis and advice to offshore trustees on the implications of an incapacitated settlor on investment provisions.
Experience & education
Joined Birketts in September 2021.
Qualified as a Solicitor in September 2023.
Areas of Expertise
Insights
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legal updateCapital Gains Tax planning for the main home: considerations for US persons in the UK
Multiple Authors1 Feb 20245 min read232 -
legal updateThe EU Succession Regulation: a UK perspective
Multiple Authors13 Oct 20236 min read225
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