Your lawyers since 1722

Search all
Home People Laurence Morgan

Laurence Morgan

Laurence Morgan_012web

Partner
Private Client & Tax

+44 (0) 20 7079 8298 download vcard
Laurence Morgan_012web

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

2 min read 10 Jan 2022 Leading private client advisor, Clare Stirzaker to join Boodle Hatfield

Renowned private client partner Clare Stirzaker will be joining Boodle Hatfield from PWC where she led the private client legal team.

 Read more 4 min read 20 Dec 2021 UK’s female entrepreneurs book £6.4bn in profits from selling their businesses

In CityAM, Private Wealth Partner, Kyra Motley highlights how female business owners make up an increasingly important part of the British economy and how new figures show that the value of the businesses that they are founding is growing dramatically.

 Read more 4 min read 13 Dec 2021 Simpler IHT reporting for some estates

Senior Associate, Emma Haley and Associate, Jenny Wilson-Smith reflect on amended excepted estates IHT reporting, highlighting how the conditions for certain categories will be affected by the changes that will take place from 1 January 2022.

 Read more 8 min read 13 Dec 2021 Autumn ‘Tax Day’

Following the “Tax Administration and Maintenance Day” that took place on 30 November, HM Treasury released various consultations, responses and a range of policy announcements and updates aimed at modernising the tax system. Sara Maccallum, Emma Haley and Jenny Wilson-Smith highlight three items of interest.

 Read more