Peta specialises in international tax, trust and estate planning for high-net worth individuals and advise individuals, their families and corporate trustees.
Her work typically includes advising on the establishment of offshore structures for reasons of wealth preservation, succession or confidentiality purposes, advising on key concepts such as domicile, residence and remittance planning, providing pre-residence tax planning advice as well as advising on the administration of both UK and cross-border estates, where there are the added complexities of conflicting tax and succession laws.
Peta has also been involved with contentious trusts and estates.
- Advised on the UK tax position and estate planning measures to be taken for a UK domiciled high-net worth individual pending the potential sale of his business valued in excess of £100million. Advice included remittance basis planning, issues involving the management and control of offshore companies, the interaction of Cypriot, Maltese and UK tax laws and ultimately the restructuring/liquidation of existing offshore structures.
- Advised on the creation of an offshore asset protection structure for a ultra high-net worth non-domiciled client, in order to successfully and efficiently transfer wealth from one generation to the next. The structure included the use of trusts, foundations and private trust companies, and required bespoke family governance and confidentiality measures in order to protect the asset value and deal with succession to a variety of asset classes.
- Advised a Swiss client and provided assistance to the Swiss court on a highly contentious estate matter involving arguments of undue influence, testamentary capacity, human rights issues and the principle of proprietary estoppel.