Personal Tax, Trusts and Probate
You may be an entrepreneur or an entertainer, a landowner or an investment banker, a long term UK resident or an occasional visitor. Whatever your situation, you will want to ensure that the maximum amount of your capital stays with you in life and then passes on as you intend.
Our team has a long history of assisting clients to manage and protect their estates in the most tax efficient manner. We work with a diverse range of high-net-worth individuals, families and associated advisers to resolve an even wider range of legal issues.
Our expertise covers:
- Tax-efficient asset structuring
- Income Tax, Capital Gains Tax and Inheritance Tax planning
- Wills and succession planning
- Tax efficient investment
- UK and offshore trust - creation, administration and termination
- Probate - UK and cross-border
- Post-death tax planning
- Powers of attorney
- Charities
- Disputes and investigations
For further information about our services or to discuss a particular situation, please contact Andrew Goldstone on +44 (0)20 7440 7205 or by email.
Work Highlights
Recently, our team has advised on the following:
- Structuring the purchase of a valuable property in order to achieve Inheritance Tax efficiency without losing the Capital Gains Tax main residence exemption.
- Advising senior executives on the restricted securities rules and implications of share options.
- Advising beneficiaries of a valuable offshore trust on how to minimise their tax liability on trust distributions.
- Assisting several dozen families to avoid the pre-owned assets Income Tax charge in relation to their double trust inheritance tax schemes.
- Structuring a tax-efficient purchase of a valuable second home.
- Applying to the court of protection on behalf of a non-domiciled patient for consent to sell valuable UK assets and then settle the proceeds in an offshore trust for inheritance tax purposes.
- Advising clients on a Code 9 tax investigation.
- Setting up a new high-profile charity.
- Advising on the terms of a trust to provide for a client's unmarried partner in the event of relationship breakdown.
- Advising on how best to provide for a client's illegitimate child.
- Advising on a number of cross-border probate matters and the impact of the deceased's domicile status upon the inheritance tax payable by the estate.
- Drafting a number of wills for non-UK domiciliaries to ensure the administration of their estates both here and abroad can proceed as smoothly and as tax efficiently as possible.
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