Paul Whitehead

Private Client

Paul is a partner and specialises in private client matters and international wealth structuring, including onshore and offshore trusts, UK personal taxation, Wills and estate planning, with an emphasis on complex tax and trust issues, residence and domicile, the international private client and offshore structures.

Paul advises regularly on pre-immigration planning for individuals and families moving to the UK; he advises on residence – both becoming UK resident and non-UK resident - and on domicile and has been involved in negotiations and HMRC enquiries to agree the domicile status of a number of clients.

Paul advises on and creates trusts and similar structures for families to address asset protection, succession planning, and tax efficiency, including using corporate vehicles, partnerships, and life policies.

Paul advises on a wide range of tax issues, including for resident non-domiciliaries on the use of trusts, the remittance basis and reliefs such as Business Investment Relief; income tax planning strategies, including using Trusts and corporate structures. He has considerable experience advising on capital tax planning – including inheritance tax planning using business property relief, having agreed with HMRC that the relief applies in a number of difficult cases; and capital gains tax planning, including the use of Double Tax Treaty relief, Entrepreneurs' relief and trust structures.

Paul also advises on wealth protection including structuring trusts, foundations, partnerships, corporate structures and pre-nuptial agreements, and has been involved in the restructuring of many such structures, to meet the changing requirements as families grow up, businesses develop, and the law and tax rules change.

He has written a number of articles and spoken at various seminars in London, the Channel Islands, Switzerland, Italy, Poland, Baltic States, Luxembourg, Israel and the US on different aspects of tax and international estate planning.

Ranked in the Chambers & Partners HNW guide for Private Wealth, Paul is also included in the Citywealth Leaders List, which notes his expertise in tax, estate planning and non-contentious trusts.

1985-1988: University of Nottingham – Law degree (LLB) - Graduated with First class honours in 19881992-1994 (part time): University of London (Queen Mary College) – Masters in Laws (LLM - specialising in Taxation) passed with Merit in 1994