Track record
Entrepreneurs
Advising an entrepreneur whose business was shortly listing as to the tax planning opportunities available prior to the listing and establishing a trust to hold the shares and a charity to be funded with certain of the sale proceeds.
Family investment companies
Taking existing companies (whether trading or investment) and creating new share classes, such as growth shares, as a means of passing wealth to the next generation in a tax efficient manner whilst also retaining control.
Family partnerships
Creating family partnerships as an effective succession planning tool whcih enable control to be preserved by the wealth creators.
Philanthropy
Advising a family making a £50m charitable donation to a UK charity, using offshore funds and how to do so in a tax efficient manner.
Property structuring
Advising on the tax consequences and various structuring options available to a family purchasing a London property, with a value in excess of £120 million.
Trust and family governance advice
Ongoing tax and trust support to a wealthy family, who have UK trading businesses held within UK trusts and offshore trusts. Advising the family on the introduction of the next generation to the structures and family wealth, and advising on family governance matters.