Overview
Jane is a senior associate in the firm’s private client team, specialising in tax, trusts and estate planning for UK and non-UK resident and domiciled clients. She provides advice to a wide range of clients including high net worth individuals, private banks and other financial institutions.

Jane has significant experience in advising individuals on a range of tax issues including the implications of moving to or leaving the UK and asset holding structures. She provides advice to leading international financial institutions on trust law issues, UK tax and policy documentation. Jane has particular expertise in drafting complex precedent and bespoke trust documentation.
Experience
  • Advising on and preparation of precedent, policy and product documentation for a major bank Trustee.
  • Extensive experience advising on UK real estate holding structures, including advice on changes to the UK tax treatment on such structures and on restructuring options, and advice to a leading international trust company on UK real estate holding structures and products.
  • Advising financial institutions on transfers of trust business, including preparation of documentation and assistance with implementation.
  • Advising non-UK resident families on moving to the UK including pre immigration tax planning, suitable asset holding structures, advice on residence, tax consequences for UK resident and non UK domiciled individuals and immigration.
  • Advising international private clients and trustees on the creation of trust structures and drafting complex trust deeds.
  • Advising trustees on their trust administration duties and responsibilities and advising individuals on their rights as beneficiaries of trusts.
  • Advising major international financial institutions on a range of UK tax and trust matters including advice on investment products and trust disputes.