Carey Xu

Overview

I am an Associate in the Tax, Trusts and Succession team, part of Michelmores’ Private Wealth team and I am based in our London office at 100 Liverpool St.

I provide tax advice and estate planning to UK and non-UK domiciled clients who are often high net worth or ultra-high net worth individuals, families and businesses.

For clients coming to the UK, I also help them with immigration advice, pre-arrival tax planning and navigation to the UK tax system as part of their long-term relocation strategies.

I have a particular interest in the Far East jurisdictions and act for clients who own estates in mainland China, Hong Kong, Taiwan, Singapore and Malaysia.

I was trained as an Economist and worked for large corporate clients before becoming a lawyer. This background equips me to see and solve problems from both legal and commercial perspectives.

I joined Michelmores in June 2023 from a city law firm where I trained and qualified in December 2019.

I am a member of the Society of Trusts and Estates Practitioners.

I speak Mandarin, Shanghainese and have a basic command of Cantonese. My language skills and cultural understanding enable me to help Chinese speaking clients with nothing lost in translation.

I have been a committee member of the UK Society of Chinese Lawyers and responsible for providing weekly pro-bono services to the Chinese Community Centre since 2019.

Outside of work, I am a nature lover, theatre goer and music enthusiast.

Recent experience

Assisted an UHNW client who has businesses and assets in the USA, Denmark and Australia with a HMRC COP 9 investigation and liaising closely with HMRC for settlement

Advised shareholders of a BVI company on the UK tax implications of a corporate sale

Advised directors of a Guernsey company regarding the UK tax implications of a share transfer before liquidation

Divided a family trust by preparing family agreements, creating sub-fund trusts and claiming for sub-fund election

Seconded to a corporate client with annual turnover above £1 billion and acted as their inhouse legal counsel for six months