Personal tax, trusts and probate

Senior Partner

Head of Private Client Services department. Provides a full range of tax advice to individual and corporate clients. Including advice to private banks, trust companies, financial institutions, entrepreneurs and owner managers on personal and business tax. Work also encompasses tax advice on corporate and business structures; advice on offshore structures and advice on offshore and onshore trusts. Experience also includes: tax litigation/investigations; advocacy before Tax Tribunal; EIS work; non-domiciliaries and UK land; international corporate work including advice to a number of clients on international holding company structures, coupled with personal advice on trust and tax planning; corporate restructuring advice on a number of significant transactions; and the taxation of development land, including general advice to landowners.

Partner. Specialisms include: international tax-based investment structuring for high-net-worth individuals, utilising trusts, partnerships, corporate entities, hybrid entities, life insurance and collective investment schemes.

Julia is a personal tax and trust lawyer with considerable experience in a broad range of private client matters involving all aspects of estate and succession planning. She is experienced in cross-border Will work for clients. She has a range of trust and charity law experience, including acting in a number of matters involving the Charity Commission. Julia's clients include UK and international individuals, their families and trustees. Julia regularly acts for UK entrepreneurs, business owners and high net worth individuals, as well as non-UK domiciliaries. She has acted for many corporate and individual trustees, both UK and non-UK resident, as well as other private client service providers. Julia has greatly enjoyed forming client relationships that have lasted from one decade to the next and across generations, with a focus on protecting family wealth in the long term. Her recent work includes advising a family on the passing of assets to the next generation while ensuring that proper provision and control are retained for the current generation and trust reorganisations to put particular assets in the control of certain beneficiaries, all tax efficiently.

Henry is a private client lawyer with a broad range of experience, gained from working in both the UK and Geneva. His domestic work includes advising on tax and succession planning, the establishment and operation of trusts and charities, landed estates, heritage property, UK wills, probate and the administration of estates. Internationally he advises on tax and trust matters and he has particular expertise in advising on becoming, and ceasing to be, UK resident, the establishment and operation of offshore trusts, and ownership structures for UK property. He has extensive experience of advising on regularising tax affairs in the UK and abroad, particularly through the Liechtenstein Disclosure Facility and the UK/Swiss Agreement. Henry’s clients include UK-domiciled and non-UK-domiciled individuals, families, trustees, foundations, foreign lawyers, banks, private companies and trust companies, and he regularly works alongside other professionals. While in Geneva, Henry was actively involved in the committee of the Geneva branch of the Society of Trust and Estate Practitioners and he is a regular commentator on legal developments affecting private clients.

Rose is a trusted adviser to a number of high profile business families. She specialises in working with these families and their advisers to create bespoke wealth preservation structures which will withstand external attacks. She is particularly experienced in family governance, asset protection and defensive structuring. Rose also sets up and advises on family office structures and has considerable experience in drafting family constitutions. Recent examples of Rose’s work include: Creating a dynastic trust structure for a Middle Eastern business family which incorporated best practice governance principles at all levels of the structure. Rose designed the Bahamas Executive Entity, which was enshrined in legislation in 2012, to hold the shares of the private trust company and act as the supervisory body of this structure. Rose also advised on a family office and overarching family constitution. The level of governance included in this structure helped to improve the credit rating of the underlying business. Creating family governance structures for families in the UK, Switzerland and further afield in Asia and Latin America. Carrying out a risk review of several complex trust structures set up by Russian business associates, which highlighted areas of potential vulnerability and recommended both immediate and longer term fortifications to the structures. Creating Family Limited Partnership and Executive Entity platforms for a global private bank. Drafting a Global Services Agreement for a private bank. Working with a London based single family office to create a binding family constitution for its family members.

Partner.

Partner

Director