Meridian Private Client LLP has a ‘great reputation in the market’. The ’technically very strong’ team is ‘very knowledgeable and extremely helpful’. Led by Jon Croxford, it has considerable expertise in diverse areas such as estate/trust administration and shareholder tax planning, as well as UK and offshore tax, estate and trust planning. Eamonn Daly, who is a chartered tax adviser and a full member of STEP, specialises in acting for wealthy individuals and their families on an array of tax planning, wealth succession and asset protection matters. Natasha Smith is known for her private client tax advice to wealthy individuals, in particular to business owners.
Testimonials
Collated independently by Legal 500 research team.
‘The caring and thoughtful way they deal with queries, worries and helping us to understand legal definitions etc so we can make the right decisions. Their advice and knowledge on getting our affairs in order for our own peace of mind have been invaluable.'
‘Peter Gate and Eamonn Daly have been patient, honest, effective and efficient and above all the whole process was smooth and seemed straightforward to us. Their knowledge is considerable and we feel confident in confiding our personal legal affairs with them.’
Work highlights
- Advised three generations of an international family and now acting as trustees of two excluded property trusts with multi-jurisdictional beneficiaries. Currently advising on interests in offshore property companies, combining UK and foreign taxes.
- Advised clients on a remedial reorganisation of a FIC which left significant unintended value in their estates and caused ongoing tax issues through its structure and the method used to pass value.