Experience
Track record
Proposed relocation to the UK
Advised Hong Kong residents on proposed relocation to the UK.
Family governance, succession planning, and the establishment of a family office
Advised a UK-resident non-domiciled individual on family governance, succession planning, and the establishment of a family office.
The UK tax consequences of remitting mixed funds
Advised a Chinese domiciled individual on the UK tax consequences of remitting mixed funds while she was resident and her worldwide estate planning.
Estate and succession planning
Advised a non-domiciled individual with assets in five jurisdictions on estate and succession planning.
The UK tax consequences
Advised on the UK tax consequences of restructuring the family's ownership of a UK family business, currently held through a non-UK resident trust structure, and the UK tax treatment associated with different options in holding the family's interests going forward.
The UK tax treatment of his investment portfolio and cryptocurrency
Advised a non-domiciled entrepreneur resident in the UK on the UK tax treatment of his investment portfolio and cryptocurrency.