Patrick helps clients with tax planning, intergenerational succession, and the establishment and operation of complex trusts. Much of his work is international and he specialises in UK/US tax planning.

Patrick has a broad client base that includes individuals, financial institutions and trust companies. 

He has advised leading UK banks on trust law issues, as well as international trust companies in the Channel Islands and Switzerland on succession planning, trust disputes, precedents and standard documentation. He also works with clients in Africa and the Indian diaspora.

In his private client practice, Patrick advises wealthy UK and non-UK residents on property, trust, tax, estate and succession planning. He has particular expertise in working with entrepreneurs and farming families.

"Commercial, pragmatic and very easy to deal with. His technical knowledge, especially on international matters, is very strong."

Legal 500, 2022

He also advises on the creation and administration of charities.

Patrick is ranked as a leading individual in Bristol and the South West by Chambers and Partners and Legal 500. He is also a member of the Society of Trust and Estate Practitioners and the Association of Contentious Trust and Probate Specialists.

"He is an excellent private client tax partner and a fantastic resource for any law firm to have on their rolls. He is experienced, astute, hard-working, and provides the right level of advice to his clients."

Chambers High Net Worth, 2022

Helping you succeed in tomorrow's world

I believe that good legal advice is based on listening carefully to clients and understanding what they want to achieve and why. Effective solutions then come through a combination of common sense, lateral thinking and legal excellence. They then need to be explained clearly and concisely, with decisive conclusions. 

Having a previous career as an Army Officer in the Royal Gurkha Rifles, I continue to evolve as a leader. I am committed to a strong team ethos and to fair and considerate management. 

"He has been able to give detailed and clear advice on a complicated, cross-border tax issue at the drop of a hat."

Chambers High Net Worth, 2022
Contact Patrick