Work Department

Private capital

Position

James is a partner in the private capital team advising individuals and their families on tax, succession and estate planning issues.

Much of his work is focused on UK resident and domiciled families interested in the long term preservation of inter-generational wealth. He helps with the mitigation of capital taxes through the use of suitable lifetime gifting strategies and the creation of Trusts and other asset structures. James also advises on the preparation of Wills and Lasting Powers of Attorney.

James has a strong international practice advising non-UK domiciled individuals on UK tax issues impacting them such as pre-UK arrival planning, the remittance basis of taxation, the ownership of UK real estate and the use of Excluded Property Trusts. He regularly advises the trustees of offshore trusts on the UK tax implications of having beneficiaries based in the UK.

James has a specialist practice in US/UK estate planning. Typically, clients will be US citizens living in the UK (but they can also be US citizens living in the US with other connections to the UK such as property ownership or children in the UK). He also works with US qualified professionals to provide cross-border transatlantic estate plans mitigating taxes in both jurisdictions.

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