Areas of Practice
Track Record
Acting for a prominent family (net worth $20Bn) to establish a single family office structure to manage the family’s global assets including financial assets, commercial and residential property interests, a significant art collection, various aircraft and vessels, and a growing portfolio of private equity holdings
Restructuring a significant UK real estate portfolio valued at around £750M for an international client looking to undertake generational planning for his seven children; establishing a series of trusts incorporating detailed mechanisms for “allocation” of properties to particular branches of the family and related valuation mechanisms
Advising a leading international entrepreneur on his relocation to the UK, providing pre-immigration tax advice and structuring his investment portfolio to make provision for his children who were resident in four different jurisdictions
Awards & Rankings
Legal 500, Leading Individual, 2024
Chambers HNW, United Arab Emirates – Foreign Expertise based abroad in UK Spotlight, 2023
Chambers HNW, Top Ranked Individual, 2021 – 2023
Chambers HNW, Ranked Individual, 2017 – 2023
Business Today, Top 10 UK Family Offices & Funds Structuring Lawyers, 2023
Chambers HNW Awards, Foreign Jurisdiction Expert – Shortlisted 2022
Chambers HNW, Foreign Expert for Middle East, 2017 – 2022
Who’s Who Legal, Recommended Individual, 2020
Legal Week Private Client Global Elite, Top 200, 2017 – 2019 & 2021
Education & Qualification
University of London
Qualified as a solicitor in 1999
Recommended by Salpy
Private Wealth Partner, Julie Howard looks at how the the proposals to abolish the remittance basis of taxation with a residence-based regime will impact individuals relocating to the UK from Africa.
Read more 5 min read 17 Apr 2024 The Lessons in Legacy Podcast: How is the Wealth Management Industry reacting to increased interest in philanthropy and sustainable investments?In our latest episode, Clare Stirzaker is joined by Lyn Tomlinson, Eleanor Sepanski and James Woods Davison to look at how the Wealth Management Industry is reacting to increased interest in philanthropy and sustainable investments.
Read more 12 min read 15 Apr 2024 Are trusts an appropriate vehicle to hold shares in a family business?Using trusts as part of the ownership strategy for family businesses can enable succession planning while providing flexibility, asset protection and an ability to keep the voting block held together by trustees. In the Tax Journal, Partner, Hayden Bailey clarifies when and how trusts are likely to be appropriate for family businesses.
Read more 4 min read 11 Apr 2024 The end of the current ‘non-dom’ tax regime – what has been proposed?Plans were announced at the Spring 2024 Budget on 6 March 2024 to abolish the current ‘non-dom’ tax regime and move to a residence-based system from 6 April 2025. These changes are very wide reaching and will present opportunities for some and create challenges for others.
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