John Grundy

Personal tax and estate planning including wills, trusts, family investment companies, powers of attorney, estate and trusts administration, inheritance and capital gains tax planning for both UK and non-UK cased individuals/families. Examples include advising a multi-national family on estate planning and structuring, including residence and domicile issues, creating excluded property trusts and protecting the family wealth through a combination of trusts and pre/post marital agreements; advising a successful business owner on the use and establishment of an unlimited liability investment company structure to mitigate inheritance tax, income tax and capital gains tax and protect the family wealth; will structuring for UHNW individuals with foreign, business and agricultural property, including liaising with lawyers in Spain, Australia and US over the course of the last 12 months; advising on trustee residence issues, including the application of the double taxation treaty with Australia.