30 January 2006 - Article
Advising and acting as trustee in respect of a series of related family trusts holding a family property holding and development company of significant size. Issues of corporate governance, dividend policy and balancing the interests of those beneficiaries who have a continuing involvement with the company and those who do not, arise.
Leading a team of UK, US and European advisers to conduct a comprehensive review of an international family trust structure with diverse commercial and investment interests. Following completion of the review, the team was appointed to replace the retiring international tax advisers.
England and Wales, 1985
Society of Trust and Estate Practitioners – STEP
International Academy of Trust and Estate Lawyers – IAETL
American College of Trust and Estate Counsel – ACTEC
InsightView all Firm insight
05 April 2006 - Article
Stop Press - Changes to the Section 741 defence and new HMRC guidance on allocation of trustee expenses
22 January 2008 - Article
Stop Press - New rules for non-domiciled UK residents - Further food for thought?
12 February 2008 - Article