Assisting a high net-worth individual’s family with assets in Hong Kong, Thailand, the BVI, the US and the Cayman Islands, in relation to his family’s relocation to the UK from Hong Kong. The advice includes pre-immigration tax planning, as well as structuring a variety of complex investments with a view to achieving global tax efficiencies.
Assisting high net-worth individuals based in Hong Kong on efficiently structuring the acquisition of properties in the UK.
Assisting an ultra-high net worth family whose members are based in Hong Kong, India and the Philippines, and most of whom have overseas connections and assets, including in the UK, on succession and trust planning with a view to achieving efficient governance and global taxation.
Assisting on complex international probate matters where estates include assets in various jurisdictions, including the use of double tax treaties.
Advising a UK high net worth individual who inherited an estate with worldwide assets settled in trusts and corporate structures in relation to a claim put forward by his siblings on the basis of the Italian forced heirship rules.
Advising and representing Italian local authority on complex and multi-million pound interest rate swaps litigation against two UK-based banks.
England and Wales, 2017
‘Increased scrutiny over tax planning makes it necessary for clients to pursue high-quality wealth planning advice’, July 2019, Author
‘Changing World of Trusts, Wealth Structures’, WealthBriefing, March 2019, commenter
‘The Italian Flat Tax Regime for New Residents: another reason to move to the Bel Paese’, STEP Journal, Author
‘Planning to win: How athletes can protect their future finances’, World Sports Advocate, Co-author
Hong Kong Law Society (Registered Foreign Lawyer)
Solicitors Regulation Authority (Solicitor)
Italian Bar Association (Avvocato)
Mine or Yours? Community property in different jurisdictions – Panellist, STEP Israel Annual Conference (19 June 2019)
Prenuptial agreements in the UK – Speaker at an international conference organised by the Milan Bar Association (11 December 2015)