Penelope Warr

Consultant | London


Client services contact Kimberley Ferrier

 

Track record

Swiss family office

Advised a Swiss family office on the structuring of investments in UK commercial real estate - working within a multi-disciplinary team of colleagues with expertise in commercial real estate, corporate law and banking law to structure and document the funding arrangements to avoid triggering a taxable remittance to the UK by the principle.

Families and trustees

Advises families and trustees on the steps to take prior to the non-dom reforms, particularly in relation to trusts established by individuals who became deemed domiciled for all tax purposes on 6 April 2017.

Talks

  • Withers webinar 'What's next: 2021 foresight for individuals with US-transatlantic ties' - December 16, 2020

  • STEP Caribbean Conference - April 2016

  • STEP Caribbean Conference - May 2015

  • Lexis Nexis webinar 'Private Client Tax' - 15 September 2014

  • Lexis Nexis Conference London 'Private Client Tax: Latin America' - November 2012

  • STEP New York 'US Breakfast Briefing' Withers LLP - October 2012

  • International Tax and Trust Congress (Barbados) - March 2012

  • British American Business Council of New England (Boston, USA) - March 2012

  • Lexis Nexis webinar 'Residence and Domicile Issues' - February 2012