Awards

Personal tax, trusts, and probate

Personal tax, trusts, and probate

Private wealth law and Family offices & funds structuring

Private wealth law and Family offices & funds structuring

Emily Osborne Partner

An experienced private wealth advisor, Emily provides international tax and private wealth advice to families and trustees of family trusts on a variety of issues, including moving to the UK; the use of wealth preservation structures such as offshore trusts, foundations and companies; the ownership of UK residential property and tax disclosures and the reporting of beneficial ownership under the various global initiatives.
  • Profile
  • Services

She advises clients on the law of domicile and residency, including ensuring the availability of tax efficient sources of funds to draw on after becoming UK residents.

Emily is an expert on international pension schemes and other remuneration structures and advises on IPPs, EFRBS, QROPS and QNUPS, acting for both scheme trustees and their members.

"Very much in demand. She is extremely knowledgeable and provides succinct advice. She is an excellent choice for extremely complex cross-border matters."

The Legal 500 UK 2019

  • Private wealth
  • Tax
  • Private client, trusts and fiduciary services

Individual/family and foreign domiciliary tax planning

Providing tax advice for a wide variety of families and the trustees of family trusts in a number of jurisdictions in respect of the various issues they encounter when living or investing in the UK.

Inheritance tax and succession planning

Setting up family trusts and other wealth preservation structures for high net worth families including inheritance tax planning for both UK resident and non-resident settlors and beneficiaries.

Tax investigations and disclosures

Advising clients with unpaid liabilities including declaring the assets and liabilities to HMRC and reaching a settlement. Also using the various disclosure facilities to regularise unpaid liabilities.

More: Private wealth

UK property

Advising 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.

Residency planning

Advising individuals leaving the UK on how to ensure they become non-UK resident and non-UK individuals coming to the UK on how to structure their assets, both held personally and via family trusts before their arrival.

Tax investigations and disclosures

Advising clients with unpaid liabilities including declaring the assets and liabilities to HMRC and reaching a settlement. Also using the various disclosure facilities to regularise unpaid liabilities.

More: Tax

International pensions

Advising upon offshore unregistered pension schemes. This includes the creation of and advice on EFRBS, QROPS and QNUPS. Also advising on International Pension Plans (IPPs).

Wealth structuring

Creating and advising upon trusts in the UK and a wide variety of offshore jurisdictions. Also experienced in dealing with foundations, LLCs, guarantee companies and other hybrid vehicles popular in international wealth structuring.

Tax planning

Providing tax advice for a wide variety of families and the trustees of family trusts in a number of jurisdictions in respect of the various issues they encounter when living or investing in the UK.

More: Private client, trusts and fiduciary services

Awards

Personal tax, trusts, and probate

Personal tax, trusts, and probate

Private wealth law and Family offices & funds structuring

Private wealth law and Family offices & funds structuring

Latest news & insights

08 Mar 2024

From Insights

Budget 2024: The end of the non-dom regime and other key changes for individuals with a UK connection

The Chancellor has delivered his last Budget before the next General Election and, as widely anticipated, has announced a significant overhaul in the UK's taxation reg..

More

26 Jan 2024

From News

Lawyers featured in Private Client Global Elite Directory 2024

Stephenson Harwood private wealth team – partners Beatrice Puoti, Emily Osborne, James Quarmby, Jenny McKeown, Jessica Yu, Jonathan Conder, Kevin Lee, Michael Rutili, ..

More

11 Jan 2024

From Insights

Register of Overseas Entities: Annual update and future changes

Following the introduction of The Economic Crime (Transparency and Enforcement) Act 2022 ("ECTEA") which required overseas entities holding UK land to register on the ..

More

29 Sep 2023

From News

Nine lawyers featured in Spear's Magazine's 2023 rankings

Stephenson Harwood partners Jonathan Conder, Kevin Lee, Emily Osborne, James Quarmby, Michael Rutili, Alastair Glover, Helena Berman and Jenny McKeown, and managing as..

More

26 Sep 2022

From Insights

Nothing 'mini' about it...

If the Summer seemed to drag on with the nation anxiously awaiting answers to the many pressing economic issues whilst the Conservative party decided who was going to ..

More

15 Jul 2022

From Insights

Sanctions: UK to introduce new sanctions targeting Russian connected trusts

Following the EU's introduction of sanctions against EU trust and company service providers ("TCSPs") in May 2022, the UK government has now announced that it will fol..

More

01 Oct 2021

From News

Success in Spear's Magazine's 2021 rankings

Members of Stephenson Harwood's employment, pensions and private wealth team have been recognised in Spear's Magazine's 2021 rankings for the best tax and contentious ..

More

15 Oct 2020

From News

Success at WealthBriefing European Awards 2020

Law firm Stephenson Harwood LLP has been named 'Private Client Law Firm' for the fourth consecutive year, while London-based partner Emily Osborne has won the ‘Best Pr..

More

04 Sep 2020

From Insights

Non-resident SDLT surcharge to be introduced from 1 April 2021

The UK has published draft legislation to introduce a new 2% stamp duty land tax ("SDLT") surcharge on acquisitions of residential property by non-UK residents

More

13 Jul 2020

From Insights

CAPITAL letters - Issue 31

I have written before about the shifting sands of the UK property taxation regime for non resident landlords. Since I wrote that article, the government has introduced..

More

11 Mar 2020

From Insights

Budget 2020: Changes to entrepreneurs' relief

As predicted, entrepreneurs’ relief (ER) was a major casualty of today’s Budget. The headline news is that the lifetime limit has been cut to £1 million of gains with ..

More

24 Jun 2019

From Insights

CAPITAL letters - Issue 30

Back in the early 1970s all the men were wearing flares and sporting sideburns and the Labour Chancellor, Denis Healey, in his 1974 budget speech, declared that “nothi..

More

20 Nov 2018

From Insights

Trusted news

Welcome to the first edition of Trusted news, your guide to developments in the world of trusts and how these might affect you. We intend to cover all angles and provi..

More

print-footer
logo
© Stephenson Harwood LLP 2016. Any reference to Stephenson Harwood in this document means Stephenson Harwood LLP and/or its affiliated undertakings. Any reference to a partner is used to refer to a member of Stephenson Harwood LLP.