Contact details

Emily Osborne

T: +44 20 7809 2433 M: +44 7525 896 899 Email Emily | Vcard Office: London

Awards

Personal tax, trusts and probate

Personal tax, trusts and probate

Emily Osborne Partner

Contact details

Emily Osborne

Emily Osborne
Partner

T: +44 20 7809 2433 M: +44 7525 896 899 Email Emily | Vcard Office: London

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
  • 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: Trusts and fiduciary services

Awards

Personal tax, trusts and probate

Personal tax, trusts and probate

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© 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.