Overview

Ronnie is an associate in the private client team, specialising in the provision of tax advice to high net worth and ultra-high net worth international individuals, financial institutions and international trust companies. He advises individuals who are UK resident, but not UK domiciled and non-UK resident individuals on a variety of areas including:

  • personal taxation
  • taxation and planning in relation to trusts
  • succession planning 
  • and high value UK real estate structuring and taxation.

Ronnie also has extensive experience advising a number of international trust companies on the tax implications of their trust structures. 

Having completed the STEP Diploma in Trusts and Estates (England & Wales) with Distinction, Ronnie is a full member of the Society of Trust and Estate Practitioners. He has also spoken at a number of STEP and Law Society events and has written for the STEP Journal. 

Ronnie has been shortlisted as a finalist in the Young Practitioner of the Year category of the 2019/20 STEP Private Client Awards.

Experience
  • Advising a Swiss bank owned trust company and a Hong Kong based family office on the impact of the UK Trusts Register for their portfolio of non-UK resident trusts. 
  • Advising a number of high profile companies in relation to their ATED (Annual Tax on Enveloped Dwellings) compliance arising from the ownership of UK residential property.
  • Advising the corporate trustee and ultra-high net worth settlor of a non-UK resident trust with disclosing and rectifying historic UK tax non-compliance in accordance with the requirement to correct legislation.
  • Advising trustees and individuals on the UK tax implications of recent changes to the taxation of non-UK domiciled persons and non-UK resident trusts.
  • Assisting ultra-high net worth UK resident non-UK domiciled individuals with the administration of their worldwide assets and trust structures, including coordinating with foreign lawyers, financial institutions and corporate trustees.
  • Advising individuals in relation to their position under the UK's Statutory Residence Test, including the application of split year treatment and the temporary non-residence rules.
  • Assisting UK and foreign individuals with their UK Wills and coordinating with foreign lawyers to ensure a consistent and consolidated approach for their worldwide succession planning.