Advised the Chief Minister’s Department of the States of Jersey in relation to the changes to Jersey’s regime for attracting high net worth individuals.
Advised a telecoms tycoon with regard to the restructuring of his operational business to ensure long term business continuity was compatible with his succession planning objectives.
Created a private trust company structure for a billionaire with diverse business and sporting assets.
Prepared an estate plan for a family with assets across 23 different jurisdictions, considering issues of forced heirship and matrimonial property, along with different tax and succession rules.
Advised several high net worth families in relation to tax planning strategies for their moves to the UK.
England and Wales, 2002
Co-author of McCutcheon on Inheritance Tax.
Contributor to the European Tax Service, Wealth Briefing and the STEP Journal.
Society of Trust and Estate Practitioners