Your lawyers since 1722

Search all
Home People Laurence Morgan

Laurence Morgan

Boodle Hatfield - 11 02 19

Partner
Private Client & Tax

+44 (0) 20 7079 8298 download vcard
Boodle Hatfield - 11 02 19

Laurence specialises in advising individuals and families in the UK and abroad on their tax and estate planning and providing related advice to trustees and other private client service providers.

He regularly advises on complex cross-border tax and succession planning, as well as pre-arrival planning for non-UK domiciliaries coming to the UK. This often involves working with advisors in other jurisdictions to provide coordinated advice.

A significant number of Laurence’s clients have connections with the US or Spain.

Laurence speaks fluent Spanish and before becoming a partner spent time on secondment with the tax group of a leading Spanish law firm.

Areas of Practice

Private Client, International Wealth Planning, International, Trust & Succession Planning, Tax & Advisory

Track Record

Regularly advising non-UK domiciled individuals ahead of their move to the UK in relation to how they and their existing asset-holding structures will be subject to tax in the UK once they become UK resident

Advising a high net worth non-UK resident non-UK domiciled family in relation to the use of a trust for succession planning purposes

Advising a high net worth US national on the implications of spending more time in the UK, including on the UK treatment of trusts settled by him or of which he was a beneficiary and the application of the US/UK income tax treaty

Assisting a UK resident Swiss national with the establishment of a family office

Advising a long-term UK resident on the UK tax implications of becoming deemed domiciled for UK tax purposes

Advising Channel Islands trustees on the treatment of a trust established by a UK resident and domiciled settlor and the UK tax implications of winding up the trust

Awards & Rankings

Citywealth, Future Leaders Top 100, 2020

Legal Week Private Client Global Elite, Ones to Watch, 2017 – 2019 & 2021

Conference Speaking

STEP Seminar – UK-Spain Cross-Border Estate Planning, 2019

Education & Qualification

University of Birmingham

Regularly advising non-UK domiciled individuals ahead of their move to the UK in relation to how they and their existing asset-holding structures will be subject to tax in the UK once they become UK resident

Advising a high net worth non-UK resident non-UK domiciled family in relation to the use of a trust for succession planning purposes

Advising a high net worth US national on the implications of spending more time in the UK, including on the UK treatment of trusts settled by him or of which he was a beneficiary and the application of the US/UK income tax treaty

Assisting a UK resident Swiss national with the establishment of a family office

Advising a long-term UK resident on the UK tax implications of becoming deemed domiciled for UK tax purposes

Advising Channel Islands trustees on the treatment of a trust established by a UK resident and domiciled settlor and the UK tax implications of winding up the trust

Citywealth, Future Leaders Top 100, 2020

Legal Week Private Client Global Elite, Ones to Watch, 2017 – 2019 & 2021

STEP Seminar – UK-Spain Cross-Border Estate Planning, 2019

University of Birmingham

Back to all people

Recommended by Laurence

3 min read 13 Oct 2021 The number of stately homes in the UK hits record high

Private Client Partner, Hayden Bailey, comments on rise in the number of stately homes in the UK which has hit a record high.

 Read more 2 min read 04 Oct 2021 Where there’s a will and a couple of marriages, things get complicated

Private Wealth Dispute Partner, Mark Lindley comments on the importance of legal guidance in The Sunday Times as ‘blended families’ are on the rise, so are inheritance rows and while the stereotype may be archaic, valid complications remain.

 Read more 3 min read 27 Sep 2021 Inheritance disputes reach record high in past year as Covid drives claims

Associate, James Woods-Davison reflects on research showing how the number of inheritance disputes heard in the High Court reached an all-time high last year.

 Read more 2 min read 24 Sep 2021 Boodle Hatfield wins prestigious STEP Private Client Award 2021

We are delighted to announce that Boodle Hatfield has been awarded Private Client Legal Team of the Year (midsize firm) at the annual Society of Trust and Estate Practitioners (STEP) Awards 2021.

 Read more