Writing trust documentation for a leading offshore trust company.
Creating private trust company structures for Middle Eastern, European and Latin American clients.
Advising on international trust product development for a leading international trustee.
Regulatory due diligence on the acquisition of a book of trusts for the acquiring corporate trustee.
Advising corporate trustees on guarantee arrangements for US $75 million bridging facility and a US $18 million facility provided to UHNWIs' family businesses.
Drafting a suite of documentation for an offshore trust company.
Preparing and filing tax returns for Annual Tax on Enveloped Dwellings (ATED) for trustees which hold UK real estate through offshore companies.
Advising a disappointed beneficiary in relation to rectification of a negligently drafted deed of appointment and related proprietary estoppel proceedings.
Advising commercial trustees in relation to obtaining costs protection.
Advising the sole beneficiary of a significant estate in relation to a claim against the estate brought by one of its executors.
Advising various individuals prior to their planned moves to the UK on setting up remittance trusts to provide clean capital to fund UK expenses whilst UK resident.
Advising UK resident non-domiciliaries on bringing funds in to the UK tax-free under the business investment relief rules.