Overview

Beatrice is the head of Burges Salmon's private wealth sector and a partner in the firm's private client department, which was named “Legal Team of the Year – Large Firm” at the STEP Private Client Awards 2015/16 and 2017/18.

Beatrice's primary focus is on international tax, trusts and estate planning for UK and non-UK resident and domiciled clients. She has significantly contributed to the development of the firm's European tax and trust practice with a particular expertise on Italian issues.

Beatrice also has significant experience in advising financial institutions and trustees on international trust and tax matters and on the ownership, structuring and acquisition of UK and non-UK real estate.

Beatrice also specialises in cross-border estate planning issues with a particular focus on all issues arising from Roman Law and Common Law application.

Beatrice often lectures in the UK and overseas at conferences for clients and other professionals.

Beatrice is on the editorial board for the European Cross-Border Estate Planning publication by Sweet and Maxwell.

She is ranked as one of the UK legal community's best lawyers. She is ranked as a leading individual in Chambers and Partners High Net Worth and Global Guides and has won the following accolades:

  • The Private Client UK category at the Client Choice Awards 2017
  • Inspirational Women of the Year at the Citywealth Powerwomen Awards 2017
  • Who's Who Legal 2017
  • Private Client Global Elite 2017
  • Citywealth Top 20 Women in Private Wealth Management 2016
  • Citywealth Lawyers Honours List 2016
  • Lawyer of the Year at the Citywealth Magic Circle Awards 2015.
Experience
  • Advising non UK resident individuals and families on moving to the UK including pre immigration tax planning thought suitable asset holding structures in the UK and abroad, tax consequences for UK resident non domiciled individuals and immigration rules. Advising on the same when moving out of the UK.
  • Advising on cross border estate planning and wills, including clients with assets in 11 countries with assets governed by Roman law, Common law and Sharia law.
  • Advising on the impact of the introduction of the EU Succession Regulation (Brussels IV).
  • Advising trustees and clients around the world on the creation of trust structures, drafting complex trust deeds, dealing with specific issues arising from trusts created for European, Latin American and Middle east clients.
  • Advising trustees around the world on their duties and responsibilities arising from the administration of the trust, and advising client on their rights as beneficiaries of trusts.
  • Advising UK resident and non resident clients on HMRC enquiries into their UK tax position.
  • Advising financial institutions on the purchase of trust business.
  • Advising UK resident and non UK resident clients in the purchase of UK real estate personally or through structures and the UK tax consequences, and on the unwinding of such structures on sale or otherwise.
  • Advising international families on the structuring of their assets globally, including passing wealth efficiently to the next generation, delivering multijurisdictional advice by co-ordinating relevant overseas advisers and providing one overall plan.
  • Advising clients on the purchase of non UK real estate, liaising with local advisers, including purchases through companies and structures of high value residential and commercial real estate in the USA, France, Spain, Italy and Switzerland.

What others say...

"She's incredibly strong technically on trust issues, an incredibly nice person and clients love her. She builds strong relationships and she's the client's trusted adviser."
Chambers High Net Worth Guide 2018