Charlie advises 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.
Charlie is an associate member of the society of STEP.
Advising a UK resident, non-UK domiciled client in relation to a high-value HMRC enquiry which was litigated in the UK courts, which involved working alongside colleagues in our litigation group.
Advising the trustees of a multi-billion pound trust structure on various cross-border issues.
Re-organising a family trust structure in order to make it fully compliant for US purposes, including working closely with the family office and their US advisers.
Giving pre-arrival advice for families moving to the UK in relation to their family trust structures and investment portfolios.
Advising on trust variations, including applications to Court in order to vary the beneficiaries of a trust.
Advising several high-profile individuals concerning their personal wills and estate planning.
