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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.

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