Private wealth
UK property
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.
Residency planning
Recently advised a prominent Italian family on their relocation to the UK, looking at their personal assets and those in various offshore trusts.
Tax investigations
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.
Philanthropy
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.
Foreign pensions
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.
Transfer of ownership of a London-based contemporary art gallery
Acted for the gallery in the acquisition by an existing shareholder and advised on all aspects of the transaction, including corporate and tax-related issues.
Private client acquiring a property to house art collection
Advised on the acquisition of a property in London to house an art collection, including all of the tax and surrounding legal issues such as drafting the license for the offshore company that owns the art.
Private client art display in home owned by an offshore trust
Advised on their art collection, owned by an offshore company but displayed in their London property. This involved complex 'benefit in kind' issues with regards to the art on display, which was owned by a separate offshore company under license.
Private client’s inheritance
Advised a party to a beneficiary dispute over inherited art, owned by an offshore trust.
More: Private wealth
Tax
UK property
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.
Residency planning
Recently advised a prominent Italian family on their relocation to the UK, looking at their personal assets and those in various offshore trusts.
Tax investigations
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.
Philanthropy
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.
Foreign pensions
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.
More: Tax