Richard Cassell

Partner | London

Richard is a partner in the private client and tax team.

He advises on US and international tax and trust and estate planning, with clients based in Europe and the US. He specialises in US tax strategies for individuals, international trusts and closely held business structures. Richard devotes a significant part of his practice to cross-border philanthropy and pioneered the use of dual qualified charitable structures.

Richard was educated at University College London and qualified as a solicitor before moving to the US and attending the University of Pennsylvania Law School and has practiced in Washington DC and London. He is admitted as a solicitor in England, as a member of The District of Columbia and US Tax Court Bars.

Secretary Charlotte Kipping

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Richard is ‘an expert in US tax strategies for clients based in Europe, as well as the USA and Asia’ and ‘frequently engaged by clients to advise on philanthropy and dual-qualified charities’.

Chambers UK 2017, London
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We enjoy working with a dynamic US/UK legal team in London and now collaborate across a wide range of practices within the firm. Acting together, we are able to offer advice on virtually every aspect of a client’s tax and financial planning.

Buzzacott
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Richard Cassell specialises in tax and estate planning for UK-resident US citizens and advice to US charities operating in the UK.

Legal 500 UK, 2017
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Richard is dual-qualified in the UK and the US and specialises and advises clients on cross-border matters involving the US. He assists clients with tax planning, estate planning and international trusts. He also advises on charitable giving.

Chambers HNW 2018, London
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Richard is renowned for his expertise in wealth structuring, tax, trusts and estate matters for high-net-worth individuals, family offices and entrepreneurs in the UK and globally.

Legal 500 UK, 2018

Admissions

Publications

Memberships

Talks

Washington DC, 1984

England and Wales, 1981

Co-author of The Guide to US/UK Private Wealth Tax Planning (2nd edition), Bloomsbury, July 2016

‘Philanthropy _ – no good deed goes unpunished’_, Offshore Investment - July/August 2015, co-author

‘Can governments make you more virtuous?’ , Philanthropy Impact Magazine - Autumn 2013

International Tax Planning Association (ITPA)

The Society of Trusts and Estates Practitioners (STEP)

ABA

26th Offshore Investment Symposium, speaking on ‘News from the USA relevant to Offshore’, Oxford, 8 September, 2016

26th Offshore Investment Symposium, co-speaking with Andrew Knight, M Partners S.a.r.l on ‘Common Reporting Standards’, Oxford, 7 September, 2016

Philanthropy Impact, ‘Tax Structuring Update’, The Philanthropy Programme, London, 4 May 2016

Me in a minute

I am very involved personally as well as professionally with the challenges of cross border US/UK tax

Having lived happily on both sides of the Atlantic, being married to an American with one kid in the US and one in London, I am very involved personally as well as professionally with the challenges of cross border US/UK tax. I enjoy the challenge of making these sometimes intricate and frustrating rules come together to let clients achieve their goals.

Perhaps foolishly I took on the challenge of co-writing the new Bloomsbury book on US/UK Wealth Planning which has been rewarding in terms of working closely with colleagues on a broad range of tax issues.

Cross border philanthropy has been a particular interest because it combines a personal enthusiasm for the work of the charity sector with the challenge of sometimes pointlessly restrictive tax rules. Outside the office I enjoy music and playing the cello badly.

Education


Languages


  • English

Dates


Joined

2004
Partner

2004

Recognition


London

20 Old Bailey,

London,

EC4M 7AN

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