Drafting legislation to establish a single family office platform for a middle eastern financial centre.
Trust and estate planning for a prominent Asian family in conjunction with family law advice in advance of a member of the family’s marriage.
Advising seven members of an Asian family spanning 2 generations in relation to the setting up of a private trust company (PTC). The PTC acts as trustee of a master trust which will hold the family office, the family business and the family investment entity. The beneficiaries of the master trust are a series of ‘feeder’ trusts established for the benefit of the family members and a number of charitable entities. The family have also established a sophisticated governance structure including a family council and family constitution.
Advising a Middle Eastern family in connection with the review of the various family structures and the ownership of family assets following the sudden death of the patriarch, including considering, in conjunction with Counsel, whether any transactions entered into by the patriarch were caught by the death sickness rules.
Hong Kong, 2017
British Virgin Islands, 2012
England and Wales, 1991
‘Is it necessary to have a Chinese notarised will to deal with my assets in the mainland?’, Dec 2021, co-author
‘Moving mountains. What it means to create a life in a new country, by choice or by force,’ , May 7,2021, co-author
‘Cross-Border Wills And Their Increasing Importance’, Wealthbriefing - November 2017, author
Society of Trust and Estate Practitioners - Chair of the Hong Kong branch
‘Global Positioning Service (GPS) Webinar: Your guide to global mobility issues and considerations’, Apr 2022
‘Global mobility and investment into the UK’, Dec 2020
‘Investing in Europe’ - STEP Webinar, Nov 2020
‘Recent Cases Affecting the Wealth Management Industry’ - STEP Webinar, Nov 2020
_’The tax implications and planning opportunities of moving to the U_K’ - HKACC Webinar, Oct 2020
‘China, Hong Kong and Singapore: Succession and Estate Planning - An Overview’, STEP London - Oct 2017, panellist
‘Family offices in Mainland China, Hong Kong and the rest of Asia’, STEP Asia Conference - Nov 2016
‘UK tax update: Residential Property and Non dom rules’, STEP seminar - Sept 2016
‘UK tax changes to residential property’ - Apr 2016
‘UK commercial real estate investment’, Withers seminar - Jan 2016
‘Wills with fine wine’, Hong Kong Football Club seminar - Dec 2015
‘Update re UK tax issues’ - Sept and Dec 2015