Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now
About
Lil specialises in international contentious trust, probate and succession disputes and related regulatory investigations, high-value family disputes and proceedings in the Court of Protection.
Lil acts for a wide range of UK and international clients including multinational corporations, trust companies, private companies and a diverse spectrum of high-net-worth individuals.
She has substantial experience as a litigator in the UK courts and in foreign courts, including Bermuda, the Cayman Islands, the Bahamas and the Channel Islands and has particular expertise in resolving complex and multi-jurisdictional disputes involving the trustees, beneficiaries and protectors of English and offshore family trusts, including through alternative dispute resolution.
Lil has acted for numerous clients in sensitive and highly confidential disputes in the Court of Protection and has advised fiduciaries who become involved in cross-jurisdictional regulatory investigations (including criminal investigations).
Experience
- Advising the trustee of a complex multi-jurisdictional structure who has become involved in regulatory investigations.
- Advising high-net-worth individuals in relation to their interests in valuable and complex trusts, including both variation applications and contentious proceedings.
- Advising trustees as to Public Trustee v Cooper applications in various jurisdictions.
- Advising the settlor of a trust in an application to set aside that trust on the grounds of equitable mistake.
- Advising the relatives of a wealthy individual in litigation in the Court of Protection regarding, amongst other things, the validity of various powers of attorney.
- Advising an offshore trustee company in relation to a dispute as to the validity of a trust and the ownership of assets in various offshore jurisdictions.
- Advising the protectors of a family trust in an application asserting the invalidity of their appointment.
- Advising the children of a wealthy deceased businessman in relation to various pieces of litigation in the Chancery Division and the Court of Protection relating to their late father’s estate.