Track record
Transfer of shareholding
Advising on the transfer of a substantial shareholding in an AIM listed company into a trust and assisting with the associated regulatory approvals.
Freezing order
Applying to the Supreme Court of Bermuda for directions in relation to a worldwide freezing order which sought to include trust assets.
Family Limited Partnerships
Creating Family Limited Partnerships as an effective succession planning tool which enable control to be preserved by the wealth creators.
Tax efficient ways to exit businesses
Advising on the most tax efficient ways for director / shareholders to exit businesses, including in contentious circumstances.
Drafting operational manual
Drafting an operational manual for a complex offshore trust structure with various business investments, where the settlor was UK resident, but not UK domiciled.
Offshore trusts tax consequences
Advising on the tax consequences of offshore trusts investing into UK start-ups.