Clients based in the UK, as well as those based internationally with UK assets and connections, trust our expert team to advise on wealth preservation for future generations, handle strategic estate planning for retirement and minimise tax liabilities on the death of a spouse. We also cover international tax planning, UK-US estate planning, and routinely navigate succession planning complexities like capital gains, inheritance tax and stamp duty.
We offer specialist advice on wills and lasting powers of attorney, probate and administration, contentious trusts, mental capacity and Court of Protection issues.
From preparing HMRC tax returns for UK clients, to UK tax planning for international clients (including pre-residency remittance basis planning and offshore trusts to double tax treaty advice). Our capabilities are comprehensive.
Our broad team has expertise and cultural awareness that comes from dealing with diverse UK and global clients. Collaborative, creative, and commercial in approach, we strive to protect your long-term interests as well as those of your family.
As the go-to team for many high-profile individuals and families, our team is top ranked in the independent legal guides, Chambers High Net Worth and Legal 500.
The right professional advice will:
We specialise in advising on tax issues for high net worth individuals and prepare income tax returns for individuals, trusts and estates.
Tax regimes, property law and family circumstances are ever- evolving, therefore a regular review of your affairs is strongly advisable.
Our team regularly advise on all aspects of UK tax planning for international clients. This includes pre-residency remittance basis planning, the use of off-shore trusts and their consequences for UK-based settlors and beneficiaries, and the tax efficient structuring of assets.
Working with the owners of significant privately owned family companies to ensure an effective succession to the control and capital value of the business.
Regulatory nuptial arrangements to protect family assets, both before and after a marriage.
Advising non-domiciliaries how best to structure assets before becoming UK resident.
We act for more than 30 landed estates and act as trustees of a considerable number of these.
We have recently provided family constitution advice to a client with a £15m family business and a disparate successor generation.
Our Tax Compliance team has worked with our tax planning Lawyers to develop a comprehensive tax compliance and mitigation service.
We are the sole legal advisers to the trustees of a group of eight family trusts that own significant City property interests and investment portfolios.
Have developed with the trust beneficiaries an agreed understanding of the future for the family wealth and related interests.
Advice regarding the availability of the ‘motive defence’ to mitigate significant beneficiary tax liabilities.
Managing a £50 million distribution of limited partnerships interests.
Negotiating warranties, indemnities and advice as to the conditions on assignment.
Advising as to best practice for a Liechtenstein Foundation in view of the recent UK/Swiss tax agreement.
Advising as to how best to structure the tax efficient receipt by a UK resident (US citizen) of capital distributions from an existing offshore structure.
