Trust re-organisation: advising the trustees of a complex private trust company structure comprising two mirror trusts (one primarily for the benefit of a UK resident beneficiary; the other primarily for the benefit of a US resident beneficiary) and various family investment companies (two of which held a substantial shareholding in an FCA regulated hedge fund) on the reorganisation of assets so as to ensure that the structure was suitable for generational change following the death of the patriarch.
Creation of philanthropic vehicle: (i) assisting with the creation of a Jersey law discretionary trust following the re-organisation of a Lichtenstein Foundation, (ii) preparation of a bespoke Letter of Wishes with detailed guidance regarding the continuation of the family’s "zakat" activities, and (iii) advising on the operation and composition of the trust’s investment and grant committees.
Re-organisation of UK landed estate: advising on the re-organisation of an agricultural and residential property portfolio, the ownership of which was split between a UK resident trust and various UK resident and non-UK resident family members, involving (i) substitution of security, (ii) the sale and purchase (with lending) of part of the residential portfolio between family members, and (iii) transfers of development land out of trust.
England and Wales, 2014
Co-authored an article for Trusts & Estates and written for Trusts & Estates Law and Tax Journal