08 March 2017 - Article
Advising an ultra-high net worth Asian family on the design and implementation of a structure the core objectives of which were segregation of asset class through rationalisation of holding structures, protection and effective family governance.
Advising a long term UK resident European family on the reorganisation of their trust structures in the light of potentially penal changes to their home tax code. Private trust companies and trusts were converted into limited liability partnerships with the general partner mimicking the control and governance mechanisms previously used in the private trust company.
Advising a UK resident non domiciliary on establishing residence in both Switzerland and Monaco with a view to ceasing UK tax residence and ensuring that the client is securely out of scope of taxation in his ‘home’ jurisdiction through the use off available Double Tax Treaties.
Advising a Monaco based family on their affairs, including their trusts and other asset holding vehicles with a view to ensuring UK tax efficiency and seamless family succession of core assets and investments.
England and Wales, 1997
‘In the pursuit of transparency - Trusts and disclosure: The PSC Regime’, Sanne Connect - September 2016
‘The Lawyer Family Office and Private Client Summit’, Monaco - May 2011
‘Globalisation: Innovative Fiduciary Structures and Trust Alternatives’, Society of Trust and Estate Practitioners Conference, Bermuda - April 2009
Society of Trust and Estate Practitioners
‘Tax Planning for Non-Domiciliaries’, IBC Conference, London - May 2016
‘Cross Border Wealth Planning for Divorce’, IIR Conference, London - January 2016
‘Structuring to Avoid Family Disputes’, Society of Trust and Estate Practitioners Conference - September 2014
‘Family Office - a new direction’, Euromoney’s Private banking and Wealth Management Conference, Moscow - June 2008
‘Advising high net worth individuals - governance and legal holding structures’, Society of Trust and Estate Practitioners Conference, Guernsey - May 2008
‘UK Pre-Budget Report’, Society of Trust and Estate Practitioners Conference, Jersey - February 2008
‘Planning for Russians’, Society of Trust and Estate Practitioners Conference, Jersey - November 2008
‘Trusts for Russians: New clients, new needs, new approaches’, Transcontinental Trusts Conference, Geneva - June 2007
Me in a minute
Estate and tax planning is uniquely challenging and endlessly fascinating
Aged 15 my careers adviser told me that the right career for me was dentistry. Given my inclination to queasiness, I begged to differ and resolved that a career in law might be a more suitable path.
A stint at a magic circle firm in the mid-1990s, working on privatisations, led me to conclude that life as a corporate lawyer was not for me. For a start, I seemed to be spending more time photocopying than giving legal advice!
It was with great relief that I stumbled upon the private client world and made my home at Withers in 2004.
Advising individuals in respect of estate and tax planning is uniquely challenging and endlessly fascinating. The combination of ‘hard’ law, the human element and the privilege of meeting and advising inspirational and successful individuals on a daily basis makes for a truly satisfying career. The need for creativity and innovation in shaping my advice to meet a client’s specific needs and circumstances means that no two days are the same, and certainly, no two client solutions are the same either.
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