Beneficiary restructuring for 85 settlements
Headed up a team tasked (within a matter of weeks) with re-structuring the classes of beneficiaries in around 85 offshore and UK settlements.
Corporate restructuring to maximise assets
Working with clients who are not UK resident but will be affected by the changes relating to the payment of inheritance tax on UK residential properties held through offshore structures and wish to maximise their assets for the benefit of UK charities. I am advising on a corporate re-structuring in order to achieve this.