I am a partner in the private wealth team based in London where I advise UK and International clients on all aspects wealth management including estate planning, generational change, asset protection and tax.
With significant experience as a private client advisor, I act for landed estates, trustees, business owners and families in both the UK and internationally. I have particular focus on estate planning, generational change, asset protection and tax, including cross-border matters.
As part of my landed estate practice, I assist with all aspects of running the legal structure of the estate, whether this is a trust or trusts or corporate entity. Several of the estates I advise are settled land. I have assisted trustees in such scenarios as; the sale of land for development, understanding agricultural and business property relief and alternative farming activities including wind farms and peatland restoration.
I regularly advise families and business owners on the transition of assets through the use of private structures, such as trusts, private companies (FICs) and partnerships (including farming partnerships). I work with clients to establish and manage structures in the most practical and efficient manner, this includes advising on private company shareholders’ agreements, good corporate governance and UK Companies House reporting.
I assist international clients with both entry and exiting planning with a focus on residence and understanding the Statutory Residence Test and how residence in the UK might impact their existing and future planning. I have an established international practice and have worked with clients throughout Europe including France, Switzerland and Liechtenstein as well as the United States, Mauritius and Canada.
I have extensive experience of how lifetime estate planning structures operate during probate and the administration of estates on death, both in the UK and internationally.
I am committed to helping my clients achieve practical and robust solutions which are both clear and resilient.
Areas of expertise:
- UK and International estate planning including Wills, and Lasting Powers of Attorney
- Private structures such trusts, Family Investment Companies, partnerships
- Advising on residence and the statutory residence test
- Complex International probate and estate administration
Qualifications and memberships
- Admitted as a solicitor in October 2016
- BA Hons Ancient History Kings College London
If I'm unavailable, please contact:
Stephanie Palmer
Legal Secretary +44 (0)20 7591 3326 [email protected]
Download PDFMy experience
Advising a UK family on the tax consequences of winding up their property owning company and the implications to the pre-06 interest in possession trust.
Advising the trustees of a Liechtenstein Stiftung on the UK tax consequences of making a distribution to a UK resident beneficiary.
Putting in place UK Wills for USA and South American family, including guardianship provisions and explaining the application of the UK/USA double tax treaty on their assets and the taxation of their US resident trusts.
Advised on the transition of £150m landed estate from Settled Land to Trustee Act 1925 during the probate process and dealing with extensive requisitions from HMRC.
