Charles Russell Speechlys LLP

Private wealth; private client.

William is a trusted adviser to both UK and non-UK domiciled clients on a wide range of tax and estate planning issues. His expertise is often called upon to help devise structures to protect the wealth of his clients and their families and to find innovative solutions to the issues they face. Many of William’s clients are household names, drawn from the worlds of business, property, finance, media and the arts. Experience: designing and implementing a practical and effective succession plan for a significant family to ensure the wealth which has been generated is protected for future generations against the threats of tax, possible divorce, family disputes and financially immature heirs; advising the owner of a successful and high-profile family business on pre-sale structuring to incentivise key management and to maximise returns, whilst also effecting a tax efficient succession plan for his family; advising the trustees of a substantial family trust to enable them to carry out their responsibilities in such a way as to meet the family’s requirements; providing a practical and tax efficient estate plan to a family where there are children from more than one marriage.