Charlie Maydon Grace Senior counsel

Senior counsel
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Charlie advises both UK resident and non-UK resident/domiciled individuals, families and trustees on a wide variety of UK tax, trust law and international estate planning issues.

She also works on high-value trust litigation matters and HMRC investigations.

Charlie was seconded to a leading law firm in Bermuda, where she worked on various trust and litigation matters, often with a US focus.

She gave a presentation at the 2019 Transcontinental Trusts: International Forum on economic substance.

Charlie has been selected as “One to watch” in the Global Elite Directory 2021, a list of the world's most respected lawyers advising UHNW clients.

Expertise

Recent work

High-value HMRC enquiry

Advising a UK resident, non-UK domiciled client in relation to a high-value HMRC enquiry which was litigated in the UK courts.

Cross-border issues

Advising the trustees of a multi-billion pound trust structure on various cross-border issues.

Family trust structure

Re-organising a family trust structure in order to make it tax efficient for US purposes, including working closely with the family office and their US advisors.

Families moving to the UK

Giving pre-arrival advice for families moving to the UK in relation to their family trust structures and investment portfolios.

Trust variations

Advising on trust variations, including applications to court in order to vary the beneficiaries of a trust.

Multi-billion pound trust structure

Advising on international trust litigation involving a multi-billion pound trust structure.

See all

Quick reads

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In depth

Rescinding a Deed of Appointment

Charlie Maydon Grace 26 Mar 2021
In the case of Mackay v Wesley, the court examined whether a trustee had been properly appointed.
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Economic substance - update

Jennifer Smithson, Charlie Maydon Grace 12 Mar 2021
The economic substance rules have now been in place across the various jurisdictions since January 2019. Since then there have been various updates to the rules in all the relevant...
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Economic substance - application to trust structures

Jennifer Smithson, Charlie Maydon Grace 28 Jun 2019
At the end of December 2018, several offshore jurisdictions including Bermuda, the British Virgin Islands (BVI), the Cayman Islands and the Crown Dependencies (Guernsey, Jersey and...
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