Jacob is a solicitor in the Tax, Trusts, and Family team. He advises on a range of private client work, with a particular focus on international elements, including:

  • Cross-border estate planning for high-net worth and ultra-high net worth individuals.
  • Advising clients as to their residence and domicile status, as well as possible avenues for UK tax planning.
  • Advising on the creation and management of various asset holding structures.
  • Advising on the UK tax treatment of offshore trusts and companies.

Jacob is an associate member of the Society of Trusts and Estates Practitioners (STEP).

  • Drafting wills and advising on estate planning for individuals with assets in multiple jurisdictions.
  • Tax planning for non-UK domiciled individuals moving to or from the UK.
  • Assisting clients with the creation, ongoing maintenance and termination of various trust structures.
  • Advising on and preparing post-death variations to maximise tax planning opportunities.