Susan is a solicitor and chartered tax adviser in the private wealth team. She advises on capital taxes particularly in relation to succession planning for UK and non UK domiciled individuals. Susan also advises trustees on their fiduciary duties and UK taxation and has particular experience in advising clients on tax issues relating to art and heritage property.
Susan joined BDB Pitmans from Moore Stephens where she headed the trusts and estates team within private client services and specialised in international estate planning for high net worth individuals (HNWIs). Prior to joining Moore Stephens she headed the heritage and taxation advisory service at Christie’s where she advised clients on a wide range of taxation and other issues in connection with works of art including heritage property.
Susan is the author of the chapter on heritage property and conditional exemption in STEP Administration of Estates. She contributes to private client journals and frequently speaks at conferences on tax and ownership issues relating to art and other heritage assets.
- Negotiated the sale of ‘The Apotheosis of James I’ by Rubens to Tate Britain
- Advising on the interaction of UK and French inheritance tax and the tax position on winding up three trusts, including one beneficiary who is a US resident
- Advised a partner in Glencore on the tax implications of the floatation on the London Stock Exchange