Advising a family with members based in a number of different countries in Europe and also in the USA with regard to their dynastic trust structure.
Advising a UK family with regard to the endowment of a new charitable foundation and the subsequent funding of projects in the UK and overseas.
Advising a UK resident non-domiciliary with regard to the tax efficient funding of UK charitable projects from non-UK funds.
Advising a European family with regard to the establishment of private investment fund and property investment structure together with a trust holding structure.
Advising UK resident domiciled investment managers on the establishment of an investment fund and appropriate personal tax planning.
Advising a family with regard to the structure of the family’s business activities in the US and the UK as well as the family charitable foundation.
Drafting of a comprehensive estate plan for a UK resident Japanese family.
Advising a non-UK resident multi-national family on structuring their personal affairs prior to becoming UK resident.
Advising a Middle Eastern family on the establishment of a Jersey based charitable foundation to focus the family’s philanthropic activities worldwide.
Advising the family office of a UK resident non-domiciled family with regard to tax efficient investment options.
Advising a UK resident and domiciled family with regard to their estate planning, dynastic trust structures and tax efficient investment structuring.
Advising an eastern European family with regard to the establishment of an international charitable group as a vehicle for the family.
England and Wales, 2001
‘The Practice of International Philanthropy’, International Charitable Giving, Oxford University Press
Barnsley on Land Options, co-author
McCutcheon on Inheritance Tax, co-author