About

I am a highly experienced tax adviser, specialising in tax planning for corporates and HNWI with business interests.

With over 35 years’ experience and having spent a significant amount of my career working outside the UK, I have keen interest in international tax planning. I advise private equity funds, family offices, major corporates and leading investment banks.

An example of recent work includes completing a major reorganisation of a private equity group with significant business interests around the world. The planning resulted in a structure which should be tax efficient going forward and is acceptable to all stakeholders, including the tax authorities in the countries in which the business operates.

I am recognised as an expert in tax law by both Chambers and Legal 500.

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Experience

  • Assisting two UK resident non-domiciliaries on a reorganisation of their UK private equity business.
  • Advising a financial institution on various tax enhanced products for individuals (including an offshore partnership structure designed to achieve inheritance tax advantages).
  • Advising Crédit Mutuel on its acquisition of GE’s European leasing and lending business for €11bn.
  • Devising a tax and regulatory capital efficient structure for a Swiss bank.
  • Advice to a major UK bank on a dispute involving the tax treatment of financial traders in partnerships where the amounts at stake exceed US$500m.

Expertise

Private Wealth

Tax

Corporate Law

Mergers & Acquisitions

Real Estate Tax

Trust & Tax Planning

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