Areas of Practice
Private Client, International Wealth Planning, Trust & Succession Planning, Family Business, International, Wills & Lasting Powers of Attorney, Probate & Administration of Estates, Tax & Advisory, Entrepreneurs, Trusts & Divorce, Charities, Philanthropy & Non-Profit, Heritage Property and Art, Landed Estates
Track Record
Acting for a UK resident foreign national on his relocation to Switzerland including advising on the UK tax implications of dismantling an existing structure and creating a new Swiss structure, working with lawyers in Switzerland and other relevant jurisdictions
Acting for a UK family and advising in relation to several significantly valuable UK trusts, their governance and the legal and tax aspects of their investment strategy
Acting for a European family with significant business interests both on the continent and in the UK, advising on estate planning, the family trusts and the proper holding structure to ensure the continuance of the business down the generations
Acting in relation to the variation of a family trust holding the largest shareholding in a substantial property business
Memberships
Chartered Institute of Taxation
Education & Qualification
Magdalene College, Cambridge
Qualified as a solicitor in 1994
Chartered Tax Adviser (CTA)
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