Areas of Practice
Track Record
Acting for a prominent family (net worth $20Bn) to establish a single family office structure to manage the family’s global assets including financial assets, commercial and residential property interests, a significant art collection, various aircraft and vessels, and a growing portfolio of private equity holdings
Restructuring a significant UK real estate portfolio valued at around £750M for an international client looking to undertake generational planning for his seven children; establishing a series of trusts incorporating detailed mechanisms for “allocation” of properties to particular branches of the family and related valuation mechanisms
Advising a leading international entrepreneur on his relocation to the UK, providing pre-immigration tax advice and structuring his investment portfolio to make provision for his children who were resident in four different jurisdictions
Awards & Rankings
Legal 500, Leading Individual, 2024
Chambers HNW, United Arab Emirates – Foreign Expertise based abroad in UK Spotlight, 2023 & 2024
Chambers HNW, Top Ranked Individual, 2021 – 2024
Chambers HNW, Foreign Expert for Middle East-wide Spotlight,2024
Chambers HNW, Ranked Individual, 2017 – 2024
Business Today, Top 10 UK Family Offices & Funds Structuring Lawyers, 2023
Chambers HNW Awards, Foreign Jurisdiction Expert – Shortlisted 2022
Chambers HNW, Foreign Expert for Middle East, 2017 – 2022
Who’s Who Legal, Recommended Individual, 2020
Legal Week Private Client Global Elite, Top 200, 2017 – 2019 & 2021
Education & Qualification
University of London
Qualified as a solicitor in 1999
Recommended by Salpy
Private Wealth Partner, Julie Howard will be speaking at the 8th Annual Cross-Border Considerations for Advisors conference on 5 September. Julie will present a “Spotlight on the UK: Changes to the Taxation of Non-Domiciled Individuals – Issues for South Africans”, focusing on critical tax changes impacting UK-connected clients. This session will be particularly valuable for South African advisors offering cross-border advice.
Read more 6 min read 28 Aug 2024 The impact of the UK’s changing non-dom landscape on wealthy AfricansIn Professional Wealth Management, Private Wealth Partner, Julie Howard explores the impact of the changing non-dom regime on African individuals & businesses and how greater clarity in needed in the upcoming Budget.
Read more 2 min read 23 Aug 2024 James Woods-Davison speaks at the ThoughtLeaders4 & ContTrA event on ‘Investments & ESG’Senior Associate, James Woods-Davison is speaking at the 4th annual ThoughtLeaders4 & ConTrA Private Client Summer School: ‘Ultimate Insider’s Guide to All Things Private Client’, taking place at Downing College, Cambridge on 21 – 23 August.
Read more 5 min read 21 Aug 2024 Reinventing Tradition: A new era of succession planningIn PrimeResi, Partner and Head of Private Wealth, Hayden Bailey explains how prime residential estates are radically evolving amid the great boomer wealth transfer.
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