Recent work highlights

• Advising on lifetime gifting, the availability of reliefs, the benefits of trusts as part of estate planning and advising on the taxation of UK trusts.
• Assisting with high value and complex probate matters which involve assets in multiple jurisdictions.
• Advising on the remittance basis, the Statutory Residence Test and the UK taxation of offshore structures.
• Acting for a UK family with a substantial UK property portfolio on the tax planning opportunities available following the sudden death of the patriarch.
• Acting for a billionaire client on the tax exposure of an offshore structure owning residential properties in the UK, advising on the options available to make the structure more tax efficient.
• Advising a non-UK resident client on his domicile status and on the tax planning opportunities available to him and his wife, including drafting domicile statements.