Charlie Maydon Grace Partner

Partner
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Charlie advises both UK resident and non-UK resident/domiciled individuals, families, trustees and family offices on a wide variety of 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 and presented at the Private Client Global Elite Rising Leaders Forum in 2021.

Charlie has been selected as a Rising Leader in the Private Client Global Elite Directory 2022/23, a peer-nominated list of the world's most respected lawyers advising ultra-high-net-worth clients.

Expertise

Recent work

Middle East foundation

Advising on establishing a novel Foundation structure in the Middle East to hold a large multi-national conglomerate, taking into account Shari’a issues and local ownership restrictions.

International trust structuring

Advising the Bermuda trustees of high-value structure with complex UK and US issues.

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.

International trust structuring

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

Trust structure re-organisation

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.

Pre-arrival planning advice

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

International trust litigation

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

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Quick reads

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In depth

The shifting sands of security

Charlie Maydon Grace 02 Jul 2021
Where foreign income or gains are “used” in respect of a loan which is brought to the UK (known as a “relevant debt”), the foreign income or gains are themselves remitted to the UK...
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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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