Thomas Schlee

Senior Associate

About

Thomas advises high-net-worth individuals, trustees and family offices on tax, trusts and succession planning.

He advises on a range of issues affecting internationally mobile clients, with a particular interest in UK and cross-border tax, investment structuring and asset protection. This includes advice on creation and reorganisations of major corporate and trust structures as well as bespoke asset holding and succession arrangements.

Almost all of Thomas' work is international and many clients have little or no connection to the UK. He has significant experience with assets and structures in the Middle East as well as a wide range of financial centres around the world.

Experience

  • Advising a major Middle Eastern family on a significant reorganisation of their asset holding structures in preparation for succession to the next generation.
  • Advising a family office on legal and tax issues relating to the restructuring of a series of family trusts.
  • Advising private equity and hedge fund executives on the holding and disposal of carried interest and co-investment assets.
  • Advising a high-profile entrepreneur on a major restructuring of his business and personal holdings.
  • Advising an international businessman on a complex reorganisation of several trusts and investment portfolios.
  • Advising a fund manager on the creation of a new family office and charitable foundation.

Case studies

Insights and news