Katya Vagner

I am an experienced private client solicitor who works with high net worth and ultra high net worth individuals, families and family offices, trustees and charities from across the globe. I help my clients with many aspects of their personal and business affairs and helps them find and implement solutions regarding cross-border estate and trust planning, probate and philanthropy matters.

Having travelled extensively as a professional junior ballroom dancer and having lived in the US and Canada, my global outlook and experience allows me to establish meaningful relationships with clients and professionals. I have a keen interest in ESG initiatives and strive to make a positive impact.

I am a native Russian speaker and full member of the Society of Trust and Estate Practitioners (STEP), the Law Society Private Client section and the Charity Law Association. I have written for many industry publications including: LexisNexis; the Tax Journal; CityWealth Magazine; Philanthropy Impact Magazine; and the Journal of International Tax, Trust and Corporate Planning.

• Advising offshore trust companies and beneficiaries on tax issues and historic tax compliance, the tax treatment of distributions and the tax consequences of structuring investments.
• Advising on real estate tax matters, including advising on tax efficient structures for UK residential and commercial property, de-enveloping of UK residential property and SDLT issues.
• Regular advice on the UK tax residence and UK tax exposure (including the remittance basis of taxation) and co-ordinating advice from multiple jurisdictions for clients looking to relocate.
• UK and international tax efficient succession planning and incapacity planning advice, including the drafting of Wills, Lasting Powers of Attorney and Court of Protection matters.
• Advising on the establishment of tax efficient charitable structures for facilitate international donations (including in the form of non-cash assets) and advice on governance issues and policies and registration of the structures with the Charity Commission.