Belgravia
Overview

We provide private wealth services for a range of UK and international families, business owners, entrepreneurs, family businesses, rural businesses and landed estates. We also advise UK and international private banks, wealth managers and advisers, and trust companies in the UK and overseas.

Our aim is to make sure our clients achieve their objectives in managing, growing and protecting their wealth for the future. This often involves dealing with complex multi- jurisdictional asset allocation. We form longstanding relationships with our clients advising across all aspects of private client legislation and wealth management, becoming trusted advisers for future generations. Our private wealth lawyers bring in experts from across the firm and our international contacts to achieve all of our clients' personal and business aims, providing the best team for each client’s needs.

The quality of our private wealth services is nationally-recognised. Our private wealth lawyers were named “Legal Team of the Year - Large Firm” at the STEP Private Client Awards 2015/16 and sector head Beatrice Puoti "Lawyer of the Year" at the Citywealth Magic Circle Awards 2015.

Areas of focus

Our private wealth services include the following:

  • Contentious estates.
  • Contentious trusts for UK and international trustees.
  • Dispute resolution.
  • Family and divorce issues.
  • Finance and funding issues.
  • Immigration.
  • Private wealth matters, international wealth structuring.
  • Real estate for individuals and investment for UK and international investors.
  • Tax advice and planning UK and international.
  • Trusts UK and international.
  • Wills, probate, UK and cross border estate planning.
Experience

Advising on the transfer of trust/wealth business internationally, including trust, compliance, and legal advice.

Analysing a client’s UK tax position following the termination of an offshore trust and advising on possible claims against former professional advisers who had advised incorrectly on her UK tax position in the past.

Advising international clients on the requirements to become non-UK resident and on the tax implications of ceasing UK residence.

Advising and helping clients and their families with the relevant Visa application, and giving pre-immigration tax and legal advice before becoming UK resident.

Advising clients in relation to their estate planning using family investment companies and partnerships following the successful sale of their business.

Acting for families in relation to the split of their UK and overseas businesses, one of the largest farming partnership partitions ever carried out.

Advising clients on the UK tax implications of complex offshore trust and company structures including (involving many offshore trusts and offshore companies) on divorce from the settlor of the structures.

Advising on the legal and tax consequences for trustees or families across the world on the creation, amendment and termination of trusts, their duties and rights and on UK trust litigation issue.

Providing an arrangement to improve clients’ IHT exposure and bringing the next generation into the business.

Advising on the cross border succession law applicable to multijurisdictional estates, with assets and family members often in numerous different countries.

Advising financial institutions on UK tax consequences of financial products for international clients.

Advising clients on all aspects of the purchase, structuring, development, of luxury hotels in the UK and overseas.

Advising on the UK tax and legal consequences for UK and non-UK purchasers or investors in purchasing, selling, developing and structuring residential or commercial real estate.

Meet the team
Beatrice Puoti

Beatrice Puoti Partner

  • Head of Private Wealth
  • Private Client Services
  • International Tax and Trust
John Barnett

John Barnett Partner

  • Head of Private Client Services
  • Head of Partnerships
  • Tax
Suzanna Harvey

Suzanna Harvey Partner

  • Private Client Services
  • International Tax
  • International Trusts
Racheal Ruane

Rachael Ruane Partner

  • Corporate Banking
  • Real Estate Finance
  • Asset Finance and Asset Backed Lending
Justin Briggs

Justin Briggs Partner

  • Pensions Disputes
  • Trustees and Trust Companies
  • Professional Negligence
Rupert Weston

Rupert Weston Partner

  • Corporate
  • Hotels
  • Mergers and Acquisitions
Dominic Davis

Dominic Davis Partner

  • Corporate
  • Mergers and Acquisitions
  • Joint Ventures
Tom Hewitt

Tom Hewitt Partner

  • Private Wealth
  • Head of Estates and Land
  • Head of Food and Farming
Sian Edmunds

Sian Edmunds Partner

  • Food and Farming
  • Food and Drink
  • Estates and Land
Jim Aveline

Jim Aveline Partner

  • Private Client Services
  • Family Offices and Family Businesses
  • Food and Farming

Non-dom tax changes from April 2017

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