Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now
About
Charlie works with high-net-worth entrepreneurs, international families, trustees and family offices to help them navigate complex cross-border tax, trust and estate planning matters. The majority of her work involves significant international tax considerations and high-value trust structures, frequently advising US-connected persons on UK tax issues.
She regularly handles complex international trust litigation and disputes, and is particularly effective where clients need joined-up support across personal, business and contentious matters. Charlie is valued for her creative approach, providing practical solutions that match her clients' personal and family goals, not just their financial or tax obligations.
Charlie was seconded to a leading law firm in Bermuda where she advised on a range of complex trust issues. She regularly works alongside advisers across Europe, the US and the Caribbean. She co-chairs the Transcontinental Trusts Conference speaks regularly at international private wealth events.
Charlie is ranked in the Chambers High Net Worth and Private Client Global Elite directories, as well as being named in the eprivateclient NextGen Leaders list in 2024.
Experience
- Advising international entrepreneurs on an offshore trust dispute spanning multiple different jurisdictions with complex tax considerations.
- Advising an offshore family office on a series of interconnected trusts with UK and US tax complexities.
- Advising on the establishment of a novel Foundation structure in the Middle East to hold a large multinational conglomerate, taking into account Shari’a issues and local ownership restrictions.
- Advising families moving to the UK with pre-arrival advice in relation to their family trust structures and investment portfolios, often with a US connection.