Overview
I am a Trust Director and head up the team dealing with trusts under management.
As part of this role, I advise UK trustees and offshore trustees on UK tax and their wider duties.
My practice includes advising in relation to UK and offshore trust litigation and non-contentious applications to court.
I also provide advice to trustees of charities on governance matters.
I am a recommended lawyer for Charities and not-for-profit (South West) by the Legal 500.
Recent experience
Developing and implementing a strategic succession project for a UK-based (originally non-UK domiciled) family who wholly own a very significant UK business. This involved the creation of new UK and non-UK trusts, complex restructuring of existing offshore trust structures, advice in connection with the availability of business relief and other UK tax aspects, and general advice as to succession down two generations across multiple branches
Acting for a UK resident client who was formerly a US citizen. Providing all UK tax advice including in relation to an extensive existing offshore trust structure with underlying offshore companies, advising in connection with succession planning for international family and family friends, planning for the tax efficient purchase of a London property and overseeing all foreign law advice in connection with new offshore trusts, and ensuring proper governance of the overall structure
Acting for a UK domiciled client and trust beneficiary, defending a multi-million dollar tracing claim brought by a third party based in Kazakhstan. The case spanned multiple offshore jurisdictions
Advising the trustees of a charitable trust on converting the charity to a charitable incorporated organisation. Preparing the constitution for the new charitable incorporated organisation and advising on the steps required to effect the changes
Providing advice in connection with an offshore structure subject to a significant inheritance tax charge following tax changes (when former advisers were acting) and coordinating the corrective steps
