Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now
About
Jacob specialises in domestic and international litigation, with a particular focus on trust disputes, international succession and estate disputes and fraud.
He advises on a broad range of litigation both in England and across the world, including Bermuda, the BVI, Jersey, Guernsey, Cayman and Hong Kong. He focuses particularly on:
- trust disputes, including removing or defending trustees, tracing assets, and disputes between beneficiaries;
- estate and probate disputes, including disputes over the validity of wills and claims against the solicitor who drafted the will; and
- fraud claims, including tracing and recovering assets.
Jacob frequently acts for trustees, beneficiaries, and heirs to international estates.
Jacob edits the Contentious Matters section of the Butterworths Wills, Probate and Administration Service.
Jacob is recommended in the UK Legal 500 contentious trusts and probate guide and Chambers High Net Worth private wealth dispute guide, and is featured in the Private Client Global Elite Directory 2024. He is a qualified solicitor advocate and sits as a Magistrate in London.
Experience
- Defending two brothers against fraud and succession claims by their sister and recovering misappropriated assets in England and the US.
- Advising the trustee of an offshore trust worth several billion US dollars in relation to allegations of breach of duty and fraud.
- Advising a Swiss family on a dispute over a £500m estate, including proceedings in multiple jurisdictions and allegations of tampering with documents.
- Advising a financial services firm on a multi-billion pound dispute arising out of a fraudulent investment scheme.
- Advising on the risks to a proposed restructuring of a flagship corporate structure in the Middle East.
- Advising on allegations of lobbying and a judicial review into the award of government contracts.
- Advising the trustee of a multi-jurisdictional family trust regarding its tax affairs and a dispute over the status of children born through surrogacy.