Advised clients on the most tax efficient means of acquiring and holding UK property, both for personal occupation and investment, taking into account CGT, IHT, ATED, SDLT and VAT.
Recently advised a prominent Italian family on their relocation to the UK, looking at their personal assets and those in various offshore trusts.
Represented a client in an HMRC investigation generated by their receipt of his leaked foreign bank account details, settling the case for less than one-tenth of the amount of tax originally claimed.
Advised a prominent Hong Kong billionaire on his proposed bequest to an US charity and created two charitable trusts and the UK and Hong Kong.
International succession planning
Recently advised a UK national resident in Belgium on estate planning for his worldwide estate, including considering the interaction between UK and Belgian death taxes.
Advised a large number of individuals and institutions on the UK tax treatment of IPPs, QROPS and QNUPS.
Jets, yachts and art
Advised clients on all legal matters including build/purchase contracts, disputes and finance concerning jets, yachts and artwork.