Track record
Dynastic trust structure
Advising a family with members based in a number of different countries in Europe and also in the USA with regard to their dynastic trust structure.
New charitable foundation
Advising a UK family with regard to the endowment of a new charitable foundation and the subsequent funding of projects in the UK and overseas.
Tax efficient funding
Advising a UK resident non-domiciliary with regard to the tax efficient funding of UK charitable projects from non-UK funds.
Private investment fund
Advising a European family with regard to the establishment of private investment fund and property investment structure together with a trust holding structure.
Setting up a UK investment fund
Advising UK resident domiciled investment managers on the establishment of an investment fund and appropriate personal tax planning.
Family business activities structuring
Advising a family with regard to the structure of the family's business activities in the US and the UK as well as the family charitable foundation.
Drafting of estate plan
Drafting of a comprehensive estate plan for a UK resident Japanese family.
Tax efficient investment
Advising the family office of a UK resident non-domiciled family with regard to tax efficient investment options.