About
Mark advises on a broad range of tax, trust, estate and succession planning issues. His clients are mainly internationally based individuals, entrepreneurs, family offices and trustees.
He has recently advised many clients on the impact of the changes to the non-dom regime on their personal UK tax positions and on their structures, including the abolition of the remittance basis and protected settlements regime, and the application of the new inpatriate Foreign Income and Gains (FIG) regime. Mark is also advising clients and their businesses on the impact of the changes to Business Property Relief anticipated to take effect on 6 April 2026.
Mark has particular experience advising ultra-high-net worth individuals with assets in multiple jurisdictions on complex cross-border estate and succession planning issues, along with advising family offices and trustees on the trust and tax aspects of running and reorganising multi-jurisdictional trust structures.
Mark works closely with the private client disputes team on certain significant trust matters with a litigious element.
Mark has also advised numerous clients on the taxation and reorganisation of structures holding UK property.
Mark is a member of STEP (Society of Trust and Estate Practitioners) and holds the STEP Advanced Certificate in UK Tax for International Clients.
Mark was included in the eprivateclient NextGen Leaders list in 2023.
Experience
- Advising an ultra-high-net worth British national on an extremely complex cross-border succession and will planning matter in respect of a unique estate spanning numerous jurisdictions in Europe, the Middle East and Africa.
- Advising an ultra-high-net worth international family with significant assets in multiple jurisdictions on the succession law and tax aspects of their estate planning arrangements, including preparing wills covering assets in seven jurisdictions and co-ordinating advice from a team of international lawyers on these arrangements.
- Advising on the creation of testamentary trusts for a US/UK/Switzerland based family to hold very substantial assets, which involved particularly complex, bespoke succession provisions drafted with input from US counsel.
- Advising on and co-ordinating a significant multi-jurisdictional trust and company reorganisation involving two Public Trustee v Cooper style court applications in Jersey and Cayman to bless the reorganisation, and a Swiss tax ruling.
- Advising on a highly complex and wide-ranging dispute regarding an international trust and corporate structure, centring around the succession to a significant underlying private business. The issues arising were extremely broad in nature, covering complicated trust law issues, tax issues and HMRC investigations.
- Advising a UK based client on the tax and succession planning elements of a very significant inheritance connected with the family business, and on various UK trusts.
- Advising on the private client, UK tax aspects of a £100m fundraising by N Brown Group plc.
- Advising Joshua Alliance and his bid vehicle Falcon 24 Topco Limited on personal tax aspects of the proposed £408m take-private of N Brown Group plc.
- Advising a UK resident (formerly) non-UK domiciled client and trustees on the changes to the non-dom regime, including reorganising affected trust structures.