UK individual deemed domiciled in the UK for inheritance tax purposes seeking to transfer valuable shares in non-UK company to next generation whilst retaining a degree of control in the short to medium term. We advised on the creation of a UK family investment company to hold the assets, including advising on the UK tax implications of the restructuring and the future tax treatment of the shareholders / company as well as providing the company documentation that would ensure that the client retained control of the company but transferred economic value to the next generation.
England and Wales, 2006
‘Band of Brothers’, Trusts and Estates Law and Tax Journal, co-author
Society of Trust and Estate Practitioners - Suisse
‘CRS’, STEP Geneva technical event
Ian speaks regularly at conferences in Switzerland and the UK