I advise wealthy individuals, their families and the institutions that advise them in respect of their private wealth. I have particular expertise in advising business owning families.
My formative years as a lawyer were spent with a London based global law firm; this provided an experience of company and commercial law that allows me to provide advice to individuals and families in a way that takes into account the commercial aspects of clients’ affairs much more than would otherwise be the case. Private clients often think of their business and personal assets as very closely connected and understanding their interaction is important in order to advise comprehensively.
Entrepreneurs form a large part of my client base and frequently they have an international element to their affairs. A lot of my work concerns the transfer of business interests from one generation to the next in a way that is tax efficient and meets their commercial and personal objectives. Helping a client’s business and their family in this way can be hugely satisfying work.
There are many clients I look after that I admire; many are successful as result of pursuing their goals and hard work. They have then used their wealth creatively for the benefit of others whether in business or otherwise.
I feel fortunate to enjoy my work. In addition to working alongside excellent lawyers at Fladgate I often advise in collaboration with expert trustees and financial professionals across different jurisdictions; these enduring professional relationships all help when advising clients with complex needs.
I am recognised as an expert adviser to private clients by both Chambers UK and Legal 500. I am also recognised in the Private Client Global Elite 2022-2023 Directory and the Spear's 500 2022 Directory.
We support high net worth individuals and families, both in the UK and internationally, in identifying and then implementing the arrangements that best suit their individual needs.
Combing wide-ranging expertise and a deep understanding of the international art market, we are able to identify and deliver commercially informed, pragmatic solutions for our clients.READ MORE
We advise individuals, families, family offices and corporates in their creation, funding and management of charities and foundations. In addition, we advise charities and non-for profit organisations in respect of all their legal and tax requirements.READ MORE
Trust disputes often present a very particular set of difficulties and legal issues, many of which derive from a trustee’s special responsibility as fiduciary. These may relate to how costs are dealt with, the protection of trustees from personal liability, breaches of trustees’ obligations and challenges over the administration of the trust.READ MORE
We provide an efficient and comprehensive service on all matters relating to the planning and administration of estates, wills and taxes.READ MORE
We are well-placed to assist clients with all aspects of the ownership of significant personal assets to ensure an appropriate balance between commercial interests and family wealth planning.READ MORE
A highly experienced private wealth disputes team providing a one stop shop to clients in the sector and able to advise on any issue which may arise. Advising clients across-the-board, the team can strive to minimise the risk of disputes while having the expertise and experience to litigate at the highest level.
Our experience in the fields of trusts and tax planning enables us to deliver practical and intelligible solutions to wealthy and landed families and, more recently, successful entrepreneurs and businesses.READ MORE
Our expert tax team use strong relationships with specialist tax advisers in other jurisdictions to provide a fully integrated service for international clients and advise on transactions with an international dimension.READ MORE
- Advising a client how to make gifts of €60m to four children who resided in three different jurisdictions in the most tax efficient way, that ensured fairness for all and that avoided unfettered access to the assets that were transferred.
- Altering a wealth holding structure that was created for a family who operated a series of manufacturing businesses in Asia. Certain family members were moving to the UK and ahead of that move we altered the arrangement to ensure tax optimisation and that suitable control mechanisms were in place.
- Advising non-resident trustees who made a transfer that gave rise to an unexpected very large tax liability. We have successfully applied the doctrine of “mistake” so the transaction was rescinded and the tax liability avoided.
- Working with a European family to create a structure for holding their significant family wealth. This blended family has a dynamic which meant the concept of fairness when sharing the family wealth did not mean “equality” and we created a flexible structure to manage expectations and achieved these succession objectives.