Sarah advised a client with a complex family structure, in a matter valued at £1.5 million.
Our overseas client had been unable to break a deadlock which prevented the distribution of the UK estate of a deceased non-dom. Our expertise in cross boarder estate matters allowed us to cut through a complex situation, distribute the UK estate and make significant progress elsewhere.
We took on the management of a set of existing trusts. Rather than simply continue with the status quo we looked to identify any improvements we could make to the current set-up. Our experience allowed us to identify a simple re-organisation which reduced both the running costs of the trusts and the beneficiaries’ tax bills
Siblings whose families benefitted from a trust wanted to take it in different directions. We provided a thorough review and analysis of the available options which enabled to beneficiaries to agree a fair and tax efficient split.
Our client was a child who had been injured at birth and recovered £3 million as a result of a personal injury claim. It was important to look after this properly, while ensuring that the parents, who were responsible for care, were fully involved. We established a trust which could be managed by us but run jointly with the child’s parents
Ultra high net worth clients have complicated affairs. We are able to provide peace of mind through a complete advice service.
A long-term client has recently entered into a second marriage and they wanted the interests of all the client’s children protected in a tax efficient way.
One of our partners is a trustee of a trust which owns the copyright of a famous English comic author who died in the second half of the 20th century. Applying a flexible approach has enabled the author’s brand to develop, while in appropriate costs protecting the intellectual property rights.
This case study demonstrates the expertise of our Personal Injury team who recently recovered a six figured sum for an undercover security officer who was assaulted by a suspected shop lifter.
This case study demonstrates the expertise of our Wills, Trusts & Tax Planning team who have recently advised a client on deeds of variation, inheritance tax and discretionary trusts.