Elena Dunn Senior Associate

Elena is a senior associate in the Private Client and Wealth Structuring team and has experience in a broad range of private client work, usually with an international element, including:

• UK tax planning for UK resident and non-resident individuals
• UK taxation of non-UK resident trusts and companies
• disclosures to HMRC in order to regularise the tax affairs of trustees and individuals, and
• cross-border estates and succession planning (including the effect of the European Succession Regulation).

Elena also works closely with a number of offshore trustees and their beneficiaries advising them on the establishment and management of asset holding structures for HNW and UHNW individuals. Elena is a full member of the Society of Trust and Estate Practitioners (STEP). 

• Advising the trustees of a long-standing family trust structure on consolidating the structure, including consideration of the ongoing tax issues for the family.
• Advising on a complex probate matter with assets in several jurisdictions and an ongoing will trust.
• Providing advice and ongoing support to professional trustees on their duties.
• Drafting wills and advising on estate planning for individuals with assets in multiple jurisdictions. 
• Advising individuals and trustees on the ownership of UK real estate. 
• Representing individuals on disclosures of tax liabilities and HMRC investigations.