Carey Xu

Overview

I am an Associate in the Tax, Trusts & Succession team, part of the Firm’s Private Wealth team.

I specialise in private client matters, with particular expertise in cross-border personal tax, estate and succession planning.

I act for a wide range of clients based both in the UK and overseas, including high‑net‑worth individuals, families, trustees and business owners. My work frequently involves advising internationally mobile clients and families with assets in multiple jurisdictions.

My experience includes complex estate planning, wealth structuring and succession strategies, encompassing Wills, trusts and the UK tax treatment of international assets. I also advise clients relocating to or from the UK on pre‑arrival planning, long‑term residence and related immigration considerations.

My background as an economist, combined with experience working with large corporate clients, enables me to bring a commercial and solutions‑focused approach to my legal practice.

I am fluent in Mandarin and Shanghainese, with a working knowledge of Cantonese. I am a committee member of the UK Society of Chinese Lawyers and also support the Chinese Community Centre through ongoing pro bono work.

I am a full member of the Society of Trust and Estate Practitioners (TEP). Outside of work, I am a nature lover, theatre‑goer and music enthusiast.

Recent experience

Advising clients arriving in the UK on pre‑arrival planning, long‑term residence considerations and the UK tax treatment of international assets

Providing inheritance tax and succession planning advice for clients with multi‑jurisdictional asset bases

Advising clients leaving the UK on steps to cease UK tax residency while mitigating UK tax exposure

Advising UK/US clients on cross-border estate andtax planning, taking into account double tax treaties

Supporting clients with lifetime planning, including wealth structuring, asset protection and tax‑efficient gifting strategies