Private Client

Frederick acts for UK and international high net worth individuals, advising on tax issues for non-domiciliaries and cross border migration; the establishment and restructuring of onshore and offshore trusts and Wills and estate planning (including strategic succession planning for family businesses).

Frederick’s practice can be divided into three distinct parts:

1) Scandinavian clients – Frederick is well connected within the UK based Scandinavian community and regularly advises clients from the region on their cross border estate planning – in conjunction with various local advisors.

2) UK resident US clients – Frederick is a regular speaker at ‘US/UK’ conferences and works extensively with US lawyers and accountants to optimise estate planning for UK based individuals with US assets and / or other US connections.

3) Advising on strategic family governance for multi generational, entrepreneurial businesses, both in terms of transfers of wealth and control and asset protection. Frederick has extensive experience in this area and was awarded distinctions in both the STEP Advanced Certificate in Advising Family Business and the STEP Advanced Certificate in Family Business Governance.

Frederick was elected to the STEP Business Families Global SIG Steering Committee in 2023.

Frederick is a regular speaker at industry conferences and has contributed to various publications. In the past year he:

1) Co-chaired the Thought Leaders 4 Non Dom 2024 Conference (May 2024)

2) Spoke at the Though Leaders 4 Webinar "Family Offices: A luxury of a Necessity" (April 2024)

3) Was a panellist at Informa's Transatlantic Wealth & Estate Planning: (November 2023)

4) Was a panellist at Thought Leaders 4 Transatlantic Tax Conference (September 2023 - and will be reprising this role in 2024)

5) Was a speaker at Informa's Guernsey and Jersey Private Client Conference (June 2023)

He has also spoken at private events on a variety of private client related topics during the year.

Winchester College (1995-2000); Kings College London (2000-2003).