Dan Neidle is a former head of tax at a major global law firm and the founder of Tax Policy Associates. He is known for detailed analysis, investigations and clear explanations of complex tax issues in the UK and beyond. 

“Neidle” is pronounced to rhyme with “knitting needle”. 

For interview requests, comments or background briefings, please contact dan@taxpolicy.org.uk, @danneidle on X/Twitter or LinkedIn. Dan is based in Norfolk, UK. 

Jim Mellon is a British entrepreneur and investor with a wide range of interests. Through his private investment company, Burnbrae Group, he has substantial real estate holdings in Germany and the Isle of Man, as well as holdings in private and public companies.

Jim’s investment philosophy is underpinned by his ability to recognise emerging trends that give rise to new industries or major shifts in markets. This includes the global financial crisis of 2008-2009, as foreseen in the first book Jim co-authored entitled Wake Up!, and subsequently in the new science and technologies detailed in Cracking the Code and Fast Forward.  

More recently Jim has established himself as a leader in the nascent field of ageing research and longevity.  His groundwork into the field is summarised in the book Juvenescence which he also co-authored.

For decades, scientists have quietly been working away to understand the fundamental mechanisms of ageing.  As a result of this progress, scientists have been reproducibly altering the rates of ageing and maximum lifespan in animal models.  These discoveries are being translated into humans and will soon give rise to the largest industry on the planet. 

Jim and his partners have now set up Juvenescence, a company developing therapies for ageing and the diseases of ageing, to capitalise on this money fountain.

Jim sits on the Board of Trustees of the Buck Institute for Research on Aging, and the American Federation for Aging Research (AFAR).  He is also a trustee of Lifeboat Foundation, is an Honorary Fellow of Oriel College at the University of Oxford and sits on the Advisory Board of the Milken Institute’s Centre for the Future of Aging. Jim has been honoured by the AFAR with the George E. and Marie J. Doty Award for his support of ageing research.

Annamaria Koerling is co‑founder and Managing Partner of Delfin Private Office, established in 2017 to provide independent, strategic advice to families and family offices globally. She has more than 30 years’ experience in wealth management, having held senior roles at C. Hoare & Co, where she was Head of Wealth Management, as well as Cazenove, Merrill Lynch and Schroders. 

An FCA‑regulated adviser and former Commissioner of the Jersey Financial Services Commission, Annamaria brings deep regulatory and governance expertise to her work with internationally mobile families. She regularly serves on boards, investment committees and governance committees for family offices and financial services firms and is a member of the Queens’ College, Cambridge Investment Committee. 

Annamaria is a regular contributor to Spear’s, writing on family governance, succession, investment strategy and the evolving role of family offices, and has served as a judge for the Spear’s Awards. She is consistently recognised in the Spear’s 500 Family Office Services Index. 

She is a Chartered Wealth Manager and holds the ASIP and TEP qualifications. Annamaria speaks French, German and Italian. 

Sam Copley works for Peleh Advisors, an American family office focusing on real estate with investments across the US and the Middle East. He was previously at TruVenturo for five years, a German family office investing in venture capital. Prior to the family office world, Sam worked for the Salamanca Group, SRM and Euromoney Institutional Investor. Prior to returning to London ten years ago, Sam worked in political risk - mainly in Asia Pacific.

Duncan has over 40 years’ leadership experience in the consumer and hospitality sectors, with senior roles across major UK and international businesses. He is former Chief Executive Officer of Empiric Student Property plc, and held previous positions as CEO of Ten Entertainment, Bill’s Restaurants and Punch Taverns, as well as senior roles at M.H. Alshaya in the Middle East, SC Johnson and more than 20 years in senior positions with Unilever UK and China. He has also served as Chairman of Small Beer Brew Co, as a Senior Adviser to Blue Crescent Capital and currently is Chairman of Tortilla Mexican Grill PLC and Senior Independent Non-Executive Director for the Brighton Pier Group.

Duncan joined Riverstone Living in February 2026 and in his spare time he is a voracious traveller, keen photographer and cook, amongst many other impressive hobbies.

Hannah is Stewardship’s Head of Philanthropy, offering highly bespoke service to those establishing a charitable fund of £500,000+. From 2019-2024 Hannah and the team oversaw more than £50m in grants and loans to charities and growing client numbers significantly. Unique to Stewardship’s offering is the Donor Advisory Board (created in 2020), which involves friends, family and advisers in a wraparound philanthropy service, without the burden of trusteeship. Her team won ‘Best Philanthropy Initiative or Offering’ in the Wealth For Good Awards 2023 and ‘STEP Philanthropy Team of the Year’ in 2019. Hannah has recently returned to the Philanthropy team to cover a maternity leave period. 
 
Hannah joined Stewardship in 2019 having worked in the public and private sector with a passion for seeing people released into the joy of authentic generosity. She was ranked as a recommended adviser in the prestigious Spear's500 directory, 2022-2024 and is a member of Philanthropy Impact. 

Hannah loves to cold water swim and paint and lives with her husband in Bristol.   

If there’s one person you need to meet when seeking inspiration for your next extraordinary travel experience, it’s Jules Maury. As Head of Scott Dunn Private, Jules brings decades of expertise and a rare depth of global insight. Having lived in Hong Kong, South Africa, France, Australia, and Vietnam, she brings first-hand cultural understanding and an instinct for detail that transforms every journey into something truly exceptional.  

Jules has earned a place among the travel industry’s most respected authorities. She has been named a Condé Nast Traveler Top Travel Specialist for seven consecutive years (2019–2025), featured in Robb Report’s exclusive Travel Masters List and Best of the Best in Travel (2023–2025), and included in the Spear’s 500 Top Recommended Travel Advisors from 2022 to 2025. She was also honoured as one of the 50 Most Influential People in British Luxury on the Walpole Power List. 

Insiders, curators, and private guides—Jules creates moments few others can access. Think private tours of ‘closed’ Egyptian tombs, exclusive sunrise access to the Pyramids, or multi-generational celebrations in privately owned Scottish castles. Whether it’s sourcing the most knowledgeable expert guide in Morocco, Italy, or Japan, or tailoring each element of a trip to reflect the guest’s individual style, she delivers experiences that are deeply personal and impossible to replicate. Her black book is legendary—but it’s her intuition, warmth, and ability to anticipate what each guest will love that sets her apart. Jules sometimes travels ahead of her clients to check out the fine detail. 

For Jules, true luxury lies in personalisation and precision. Her passion is in crafting seamless, meaningful travel experiences that feel effortless yet unforgettable. With an unmatched global network—spanning general managers, world-class chefs, local insiders, curators, and private guides—Jules creates moments of magic. 

Dr Angela Rai is a highly experienced General Practitioner who graduated from Guy’s, King’s and St Thomas’s Medical School, London. She is a member of the Royal College of General Practitioners and holds a Bachelor of Medicine as well as a Bachelor of Science in Psychology. Her postgraduate qualifications include Diplomas in Obstetrics and Gynaecology, Child Health, and Cardiology, along with training in Occupational Medicine.

Dr Angela Rai also has a Postgraduate Certificate in Anti-Ageing Medicine, equipping her with advanced knowledge in the science of longevity, regenerative therapies, and preventative health. Dr Rai is currently London’s leading Longevity Doctor with dual specialisation in Cardiology and Anti-Aging Medicine, offering a uniquely integrated approach to extending both lifespan and healthspan.

Dr Rai has worked across NHS, private, and corporate healthcare sectors, gaining extensive clinical experience in London teaching hospitals and private practices. She was a Partner in an NHS practice before joining The London General Practice.

As the Medicines Management Lead at the Practice, Dr Rai plays a key role in ensuring safe, effective, and personalised prescribing.

Her practice focuses on personalised, evidence-based strategies to optimise physical and mental well-being. Drawing on her background in psychology and lifestyle medicine, Dr Rai supports patients in achieving sustainable health through tailored interventions in nutrition, hormonal balance, cardiovascular health, and stress management.

Her goal is to help individuals not only live longer, but live better.

Her clinical interests include:

• Women’s Health
• Paediatrics
• Occupational Medicine
• Lifestyle and Preventative Medicine
• Longevity and Anti-Ageing Medicine

Dr Rai is a strong advocate for the role of lifestyle, nutrition, and mental resilience in achieving optimal health outcomes at every stage of life.