Adam has been at Bargate Murray for eight years where he has been managing partner, partner, associate and senior associate. A nominator said “Adam is a very impressive individual and it is clear to see how he has climbed the ladder so quickly. At 32 he is not only one of the youngest partners in London, but is at the helm of a prestigious law firm having been appointed as managing partner a couple of years ago. Age has not been a barrier in gaining the experience required to be considered one of the top super yacht lawyers in London. Adam is a key and trusted adviser of many very affluent high net worth individuals.”
Harbottle & Lewis
Alasdair studied at King’s College London and the Sorbonne, obtaining both an LLB and a maitrise-en-droit. He received a Distinction in his LPC and trained at Taylor Wessing LLP, where he qualified in 2013. He joined Harbottle & Lewis in 2016 and works on international tax and estate planning matters, also providing technical support to the tax investigations team. Alasdair’s recent work include managing the implementation of the major tax-led reorganisations of the wealth planning structures, establishing a succession planning structure for the individual owners of one of the firm’s key business clients, unwinding a complex offshore structure as part of a client’s drive for simplicity in view of the increasingly demanding compliance environment and assisting with the introduction of significant new work from existing trust company clients in light of new UK tax legislation on resident non-domiciliaires.
Alexander joined Taylor Wessing in 2011. He became a full STEP member in 2013, promoted to senior associate in 2014 and promoted to senior counsel in 2018. He specialises in cross-border tax and succession planning for international clients, with an increasing focus on tax compliance and confidentiality concerns. In September 2018, Alexander is organising and presenting at a firm seminar in Jersey for intermediaries, relating to disguised remuneration schemes. He has recently written articles on the new criminal offence of non-declaration of tax liabilities on overseas assets, and on the forthcoming "loan charge" for disguised remuneration schemes.
Andrew has been a member of Osborne Clarke’s private client team in London since he joined as a senior associate in March 2016. Some of his recent achievements include obtaining CIOT's ADIT (Advanced Diploma in International Taxation) diploma, being invited to become a member of CIOT's Low Income Tax Reform Group and being invited to become a full member of CIOT's Capital Taxes subcommittee in 2018. Andrew is qualified as a Chartered Tax Adviser (CTA) and a member of STEP having obtained the Diploma in Trusts and Estates (England and Wales). He has also obtained STEP’s Advanced Certificate in UK tax for International Clients and featured as an eprivateclient Top 35 Under 35 in 2016.
Chris’ practice covers advising trustees and beneficiaries on a wide range of trust-related matters, and variation of trust applications and international tax disclosures. He has worked with counsel in the areas of international tax, trusts, public law and multi-jurisdictional investigations and has experience in areas of Guernsey commercial litigation, with a focus on contentious and non-contentious trust litigation and cross-border matters. Chris is jointly leading the Mourant trust litigation thought leadership project and is part of the global Mourant fintech group. Prior to joining Mourant in 2012, he spent over four years in the corporate/commercial practice area of AWS Legal in New Zealand, with a focus on large-scale transactional and joint venture work. He has also completed the STEP Advanced Certificate in Trust Disputes with a distinction in 2015.
Craig is currently a manager in the private client team at Sanne with a focus on real estate. Prior to joining Sanne in 2017 he was assistant manager of the international finance team at Ocorian in Jersey and has also worked as a senior trust officer at Bedell group and fund officer at Minerva Trust Offices prior. One nominator said: “Craig is an exceptional private client professional who shows significant promise. He has a particular strength in the corporate space, having worked on a number of extremely challenging and complex deals and transactions over the last 12 months. He has demonstrated that he is able to successfully manage difficult client expectations and works extremely well under pressure. He also successfully manages a team and is a good mentor for the junior members.”
Private Client Tax Partner
Craig is a partner in the private client services team at Menzies LLP where he joined the firm in 2016 and was promoted to the firm’s partnership in 2017. He now helps to oversee a team of 38 private client advisers, spanning the firm’s seven offices. Advising both UK and non-UK domiciles, Craig specialises in providing tax advice and solutions, often in relation to complex international/cross-border issues. He also advises clients in areas such as succession planning, business structures, sale of businesses, investment structures, philanthropy, and the acquisition of lifestyle assets. Craig is also a qualified probate practitioner.
Darren got promoted to managing associate in 2017. He specialises in prime central London property, as well as large estates and agricultural homes. Darren has intimate knowledge of acting for both domestic and international clients looking to purchase both occupational and investment properties. Prior to joining Cripps In 2014 he worked as an associate solicitor at Cripps Harries Hall and has also worked at Charles Russell in the same role.
Private Client Director
David has over ten years’ of private client experience and joined Deloitte in Reading in October 2016. He now leads the South East private client team and has quickly built a reputation as a key figure in the local market. He has a broad client base comprising private business owners, senior executives and UK resident but non-domiciled individuals. David is particularly apt at advising the owners and management teams of privately owned businesses, with typical engagements relating to trade sales and management buy-outs, shareholder led corporate restructuring and partnership and real estate projects.
Dickon is an associate in the family team at Forsters. He undertakes all aspects of private family law, including divorce and separation, financial claims, pre- and post- nuptial agreements, cohabitation disputes, and all issues regarding private children law including surrogacy. He has particular experience in complex cases involving trusts and/or corporate assets, with an international dimension. Dickon has developed his practice in modern, creative forms of dispute resolution methods which are tailored to the needs of HNW individuals, including private negotiation hearings and round-table meetings. He is a member of the family law organisation Resolution and is committed to resolving disputes amicably where possible.
Francis joined the private client team at Moore Stephens in 2010. He specialises in dealing with tax planning and compliance issues associated with high net worth individuals, and in particular those who are not domiciled in the UK. This includes advice surrounding remittances to the UK, as well as offshore structure issues. He also regularly deals with residence and planning issues for those coming to and leaving the UK. One nominator said: “He has always been determined and has a strong work ethic, along with a desire to help clients with their personal affairs and in the development of their businesses.”
James joined Ogier's Jersey team in April 2017 and is admitted in England & Wales, Jersey and the Cayman Islands. He maintains a busy practice as a courtroom advocate, as well as advising trustee clients on court applications and on the law relating to disclosure in particular. James is part of Ogier's multi-jurisdictional trusts advisory group, combining contentious and non-contentious trusts specialists, as well as corporate practitioners, who advise on all aspects of trusts law in Ogier's key jurisdictions in BVI, Cayman, Guernsey and Jersey. Prior to Ogier, James worked as an advocate at Bedell Cristin in Jersey for almost three years. He also worked as an advocate/associate at Mourant Ozannes in the Cayman Islands.
James’ practice covers the whole breadth of private client law services, often with an international element. In particular, he is developing an expertise in mental capacity and inheritance tax matters and he is a reliable and diligent member of the tax and estate planning team at Collyer Bristow. He advises on estate and succession planning, wills, probate, trusts, tax-planning, lasting powers of attorney, enduring powers of attorney and Court of Protection matters. His work often includes international elements whereby he advises both UK and non-UK domiciled clients. James is a member of the Society of Trust and Estate Practitioners, a student member of the Association of Taxation Technicians and has featured in eprivateclient's Top 35 under 35 in 2017.
James specialises in providing tax, trust and succession planning advice to ultra high net worth individuals, families, family offices and trustees and is co-head of the firm’s family office team. He works regularly with clients from Russia, South America, South Africa, the Middle and Far East, Australia and Europe and is often the primary point of contact for the internationally recognised family and immigration teams within the firm. James regularly presents to groups of clients and professionals and, in particular, spends time in the offshore jurisdictions briefing trustees and fiduciaries on the ever changing landscape of the UK tax system. Travel plays an important part in his personal interests, and he enjoys visiting new and off-the-beaten-track destinations around Europe and further afield.
Intertrust in Guernsey
Joe has worked for Intertrust in Guernsey since his graduation from Cardiff University in 2006. Starting out in the group’s legal services and company secretarial departments, he has worked in the trust & corporate services department since February 2010, progressing to assistant manager in March 2012 and manager in September 2014. Previously headed a team of five administrators within the Trust & Corporate department, dealing on a daily basis with a large number of HNWIs and undertaking fiduciary work covering a varied spectrum of structures, Joe was transferred to lead a new team where it was felt his experience was needed. He is an associate member of the Institute of Chartered Secretaries and Administrators, a Chartered Company Secretary and has a Diploma in Offshore Finance & Administration. He has also chaired Intertrust in Guernsey’s Sports & Social committee for six years.
Senior Tax Manager
After graduating from the University of Hertfordshire with a degree in accounting and finance, John joined the graduate recruitment scheme at Frank Hirth in 2010 and since then has progressed throughout his career at Frank Hirth to his current senior manager position. He currently works with a diverse portfolio of high net worth and high-profile private clients with US/UK and third country filing requirements. John has extensive experience in the private equity industry and multi-jurisdiction tax planning for individuals in receipt of carried interest and other fund management remuneration. He has established a special interest in addressing the challenges facing US citizens who work in the UK and the mismatches of the timing and the tax treatment between the two jurisdictions.
Rawlinson & Hunter
Jonathan is a senior manager in the private client team and has progressed rapidly within the firm since joining as a consultant in 2013. Jonathan’s career previously focussed on all aspects of tax for both individuals and businesses and he is able to utilise this broad knowledge and experience when advising his clients. He has recently advised extensively on the new rules in relation to the taxation of carried interest affecting non-domiciled individuals and has become one of the first ports of call within the firm in this regard. A nominator said: “The majority of our mutual clients have a tax presence in multiple jurisdictions and Jonathan is able to quickly develop close working relationships with overseas advisers in order to fully understand and optimise the client’s worldwide tax position.”
Joseph de Lacey
Farrer & Co
Joseph began his career as a commercial litigator at Rosenblatt solicitors, where he assumed the role of lead associate. He moved to private client boutique Harcus Sinclair in May 2015, specialising in high value contentious trusts and probate. Joseph moved to Farrer & Co in May 2018 where he has worked on a variety of trusts and estates matters. One nominator said: “Joseph deserves recognition for his rapid development as a contentious trusts lawyers and his experience of commercial litigation has been invaluable since many high value trusts disputes have a commercial element. Joseph’s profile in the field is also growing through his commitment to know-how through giving talks and article writing.”
Charles Russell Speechlys
Joshua has been at Charles Russell Speechlys since 2010. He specialises in all aspects of relationship breakdown including divorce, finances, children matters and nuptial agreements. He has experience in acting for high net worth individuals in cases involving complex financial structures and international elements, in addition to challenging children matters. He has also acted for a number of clients in the sports industry, including international and premiership footballers. One nominator said: “Joshua has a first rate legal mind and is exceptionally hard-working. He is relatively young, but already involved in some of the most complex cases. He displays impressive insight and judgment and can be trusted to make the right calls when difficult decisions need to be made - often under pressure of time.”
Bellerive Trust Limited
Head of Legal
Kit Hobbs is the head of legal at Guernsey based Bellerive Stenham Trust Limited. Kit’s role includes providing legal support to these companies. The Bellerive client base is dispersed across the globe and Kit travels regularly to meet clients, advisers, intermediaries and colleagues. Kit has successfully launched and run the legal function at Bellerive Stenham in the 18 months since he joined the firm, overhauling procedure and practice to offer broad legal support stretching through all areas of its business and often working in conjunction with and instructing external advisers. Outside work, Kit is a keen traveller, keeping up his undergraduate language skills where he can and exploring new places alongside his wife. He also volunteers when possible with local charities and initiatives, including acting as a broadcaster with Jubilee Hospital Radio in Guernsey.
Smith & Williamson
Martin joined Smith & Williamson as a graduate in 2010 and has quickly progressed to senior tax manager. He specialises in income tax, capital gains tax and inheritance tax. He has advised on a variety of clients; including entrepreneurs, sports professionals, owner-managed business and non-domiciled individuals. He is a member of the sports, entrepreneurs and non-dom sector groups at the firm and as a result has travelled to the academies of several Premier League football clubs educating their 16–23 year-old scholars about the importance of tax and financial planning. Martin is also a regular presenter at the firm’s annual tax conference and has presented at the annual budget seminar.
Michael has developed a unique practice assisting private clients and their businesses which straddles both advisory and litigious aspects. He specialises in advising on UK and international issues involving tax, trust, estate planning and succession but he equally understands the corporate aspects and handles more contentious work, including trust disputes and tax litigation. Michael is fluent in Italian and French and understands Spanish and German which makes him a first port-of-call for European clients and means he often becomes a project manager, taking a leading role in coordinating advisers across various jurisdictions and ensuring a seamless service. As well as providing advice on personal tax issues, he now advises the wider business on tax and structuring issues as well as coordinating corporate and IP advice.
BKS Family Office
Nathan joined BKS Family Office (BKS) in May 2017 bringing with him considerable Middle Eastern knowledge and experience which he has used to spearhead BKS’ development in what was a new market and jurisdiction for the business. Since joining BKS Nathan has successfully won a significant piece of new business for a client based in the Middle East and continues to field further enquiries from clients and advisers in the region due to his long-standing and deep-rooted relationships. In his previous role, Nathan managed and administered a large Middle Eastern client base, with varied asset portfolios spanning online advertising, business consultancy and real estate. Nathan holds a BSc (Hons) in Sport and Physical Education and is a qualified Trust and Estate Practitioner (TEP) and is also a member of the Institute of Directors.
Nicholas Le Quesne
Corbett Le Quesne
Nicholas is a named partner of Jersey specialist family law firm Corbett Le Quesne. This he achieved at the age of 34 when he set up the firm with Advocate Barbara Corbett in November 2017. Nicholas is an experienced English solicitor, Jersey Advocate and qualified collaborative lawyer. Nicholas has also been influential in Corbett Le Quesne financially supporting Jersey’s Inspirational Woman of the Year, Ruth Smith, in her work to provide education for children in Kenya.
Oliver started his career as a trainee solicitor at Wedlake Bell in 2007 and qualified in 2009. He was promoted to associate in 2012 and to senior associate in 2016. He is a full member of STEP and a student member of the Association of Contentious Trust and Probate Specialists. Oliver's practice includes complex tax planning, advising mainly UK resident and domiciled high net worth individuals on inheritance tax, capital gains tax and stamp duty land tax. He has experience in acting for entrepreneurs on pre-business sale exit planning and working closely with the firm’s corporate team on the incorporation and structuring of Family Investment Companies. Whilst his client base is predominately UK based, Oliver acts for a number of US citizens on US/UK estate planning issues in conjunction with US advisers. He also featured in eprivateclient’s Top 35 Under 35 list in 2012.
Oliver joined Baker McKenzie in 2017. Prior to that he has held positions at PwC, Deloitte UK and Moore Stephens. He advises high net worth individuals, trustees and banks on a wide range of private client, private company and trust tax issues. His current work includes advice on personal tax residence and domicile for internationally mobile individuals; personal tax investigations and cross border tax planning for international trust structures. He is also a member of the Chartered Institute of Taxation and a member of the Institute of Chartered Accountants in England and Wales. His nominator said: “Oliver has a broad knowledge base that enables him to advise on a wide variety of complex client situations. His great skill is distilling this knowledge into an easily digestible format for the individuals and families whom he advises.”
Patrick joined RadcliffesLeBrasseur from Russell-Cooke in early 2018. Patrick acts for some of London's leading individual business people, prominent families and offshore entities and writes regularly for the Tax Journal (lexis) and for Tolleys Tax Journals. Currently Patrick is acting in a multi-jurisdictional wealth structuring matter spanning four jurisdictions and with a client value of £2 billion. Patrick is a full STEP member and an associate of the Association of Contentious Trust and Probate Specialists. He is also a member of the London Irish Lawyers Association.
Paul is a director in KPMG’s private client team and focuses on shareholder and deal advisory and jointly leads the Midlands team. Having trained at a boutique private client firm and worked at another big four firm, Paul joined KPMG 18 months ago. He advises owners of privately owned businesses on all aspects of their tax affairs, with a particular focus on the interaction of taxes between their personal tax position and that of their underlying corporate group. Paul’s clients range from multi-generational family businesses, entrepreneurs and management teams of private equity backed businesses. His particular specialism is in real estate and is well known for advising a number of the Midlands real estate community. Paul also presents seminars to the local private client community, at events organised by KPMG.
Irwin Mitchell Private Wealth
Ravi joined Irwin Mitchell three years ago and is a member of Irwin Mitchell’s tax, trusts and estates team. His increased responsibilities in being a team leader were recognised in early 2018 through his promotion to senior associate. Ravi now manages five members of the London and International team and advises a range of clients including individuals, trustees and companies on a variety of matters including UK tax planning, asset protection and succession planning. 90 percent of Ravi’s practice is now for international clients; his domestic work tends to be either complex UK tax planning or small UK-based projects for his international clientele.
Rob advises on all aspects of contentious trusts and estates work representing trustees and ultra-high net worth individuals both in England & Wales and in offshore jurisdictions including Jersey, Hong Kong and BVI. In recent years Rob has developed a strong client focus on Asia, having been seconded to the Hong Kong office of global trust company Equiom. He achieved a distinction in STEP Advanced Certificate in trust disputes and is a keen sportsman, representing the Taylor Wessing football and cricket teams as well as playing competitively outside of the firm.
Robert is an associate in the trusts & private wealth group at Carey Olsen in Guernsey. His experience includes providing tax and estate planning services for high net worth clients, advice on trust structures and applications and contentious estate administration matters. Robert is a barrister and solicitor admitted to the Law Society of Upper Canada (Ontario) and he obtained his LLB and BCL degrees from McGill University at Montreal, and a BA from Simon Fraser University at Burnaby, Canada. Prior to moving to Guernsey and joining Carey Olsen in 2016, he practised in Toronto, Canada.
Sam is an associate director within Deloitte’s private client tax advisory team in London, having joined as a graduate. He is a Chartered Tax Advisor and has extensive experience advising wealthy and influential individuals, their family offices, and their businesses. He has a particular focus on structuring investments (including real estate and trading ventures) in a tax-efficient manner. His nominator said: “Sam has a keen interest in corporate responsibility and has developed a green initiative within our London team, which has resulted in increased awareness of our environmental impact material and long-lasting changes to behaviours.” Outside of the office, Sam enjoys adventurous travel, good food and long-distance running.
Sean joined JTC straight from university in 2009. He is a valued member of JTC’s private wealth services division, and an integral part of the Jersey team. He has worked hard professionally and academically, and is seen by the firm as a great example of someone who has worked his way up through the ranks. One nominator said: “Sean is well-respected by clients, peers and colleagues alike, and his contribution to charitable events within the local community is admirable.”
McDermott Will & Emery
Simon focuses his practice on tax advice, trust and estate planning for UK and non-UK resident and domiciled individuals, including on the protection and devolution of trust assets. While he advises on all aspects of personal taxation and structuring, his practice has an emphasis on the structuring of family businesses through trusts and foundations. Simon is regularly involved in both non-contentious and tax investigations work, with clients with interests across the UK, US, France, the Middle East and North Africa. Simon also advises individuals, family offices and trustees of offshore settlements on trust law matters and UK tax matters. Simon often writes on topical issues from the private client sphere. He also featured in eprivateclient’s Top 35 Under 35 list in 2016.
Bryan Cave Leighton Painser
Simon is a member of Bryan Cave Leighton Paisner’s private client litigation team. He was promoted to senior associate in 2017 with four years PQE and is the youngest senior associate in the firm. He focuses on trust litigation and wills and estates disputes, both onshore and offshore. He also advises on commercial disputes, including partnership and minority shareholder actions, tax litigation, IP and areas of marital law, such as pre-nuptial and post-nuptial agreements. Simon’s practice also covers advising on corporate transactions, wealth planning and trust matters for his wide range of clients, which include individuals, trustees, beneficiaries, protectors, charities and corporate entities. Simon is a member of STEP and a co-founder of ConTrA – the network for contentious trust associates.
The 2018 eprivateclient Top 35 Under 35 is kindly sponsored by Cazenove Capital.
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