Advising UK resident non domiciled individuals on structure of business sale for US$830m to a major private equity purchaser, structuring ongoing ownership interest and advising on treatment of proceeds.
Advising on tax efficient investment structures for proceeds, with a focus on maintaining flexibility for favourable remittance.
Advising on conversion of investment advisory business from corporate to partnership structures within a tax efficient framework, and international restructuring of group.
Advising on establishment of family limited partnerships for complex family structures, to achieve inheritance tax efficiency and to provide a family investment structure.
Advising UK resident non domicile principal of major international hedge fund on all aspects of personal planning, including tax efficient structuring of remuneration and investment in the fund. Ongoing advice to individual and trustees to maintain capacity to remit onshore tax efficiently, and reviewing selected investments to ensure profile compatible with tax strategy.
England and Wales, 2001
Financial Times video discussing the changing perceptions of offshore jurisdictions. Sophie appears alongside the Premier of the British Virgin Islands, and John Christensen of Tax Justice Network to talk about how the international crackdown on tax evasion has compelled some wealthy individuals to steer a wide berth around some offshore tax centres, whilst some, such as Delaware, remain ‘acceptable’.