He advises individuals, families, trustees, beneficiaries, family offices and private banks on estate planning, personal taxation and trust law. Robert advises UK resident and domiciled individuals in respect of their estate and succession planning including the preparation of wills, lasting powers of attorney and lifetime giving.
Robert has a particular interest in planning for individuals and families re-locating to the UK and helping establish offshore holding structures and implementing remittance planning strategies. Whilst tax efficiency is a priority for individuals and their families relocating to the UK it is equally important to deal with the other key aspects including immigration and property and Robert works closely with his colleagues to ensure that all these moving parts are dealt with seamlessly for the family.
Robert also advises on structuring the purchase of UK property for non-resident or non-domiciled individuals and the interaction of the annual tax on enveloped dwellings, the non-resident capital gains tax, capital gains tax, income tax and stamp duty land tax.
Robert has worked with a number of international high net worth families to address their succession planning and family governance concerns. In many cases this will involve family operating and investment businesses and frequently the family itself will have only a very limited connection with the UK. Robert has implemented complex structures including family funds, family limited partnerships and private trust companies in a majority of the main offshore jurisdictions. Robert is frequently advised by trustees and families to consider the reporting obligations of their offshore structures under the Common Reporting Standard.