Samantha Morgan

Consultant | London


Secretary Judy Hay

 

Samantha is a consultant in the private client and tax team.

She works with a number of international family offices, advising on all aspects of UK tax and fiduciary issues and co-ordinating foreign tax and other advice for the family office and family members.

Samantha has advised a number of offshore and onshore jurisdictions on legislation relating to trusts, private trust companies and family offices. she also advises trust companies, banks and investment houses on fiduciary and tax issues, which has included such areas as the structure and tax treatment of investments and trust structures (including EBTs) and drafting standard trust and other related documentation.

Samantha also works with individuals advising them on their personal tax issues (dealing particularly with US/UK tax issues).