Daniel is a member of our Trusts, tax and estate planning team. He has significant experience advising on all aspects of UK and international tax, trust and estate planning and charity law. In recent years, Daniel has particularly specialised in UK and US planning as well as providing Swiss, French, Italian and Indian cross border advice. He recently advised on a complex series of trusts and companies to hold a new UK business venture as well as French and US property for a South American client considering moving to the UK or the US. The work required his UK, US and French expertise.
Daniel’s daily work includes the drafting of wills, trusts and innovative estate plans. He strives to find creative yet practical solutions to his clients’ wide ranging concerns. Last year he resolved a potentially contentious probate arising from an out-of-date will, with a simple deed of variation, to give effect to the testator’s true wishes.
He travels regularly to Switzerland, the US and further afield to advise his clients.
Daniel is a member of the International Bar Association (IBA) and the Charity Law Association (CLA). He is the immediate past chair of the Private Client Tax Committee and a frequent speaker at the IBA and STEP.
“He’s very knowledgeable about UK cross-border tax issues and he’s also familiar with US tax. He’s also flexible and creative: he does his best to find something that helps accomplish the goal.” Chambers High Net Worth, 2024
“Daniel is supremely knowledgeable and highly able to connect with his clients which makes for an excellent combination for a lawyer dealing with delicate family affairs. At the top of his game.“ Legal 500, 2023
Daniel is a member of our Trusts, tax and estate planning team. He has significant experience advising on all aspects of UK and international tax, trust and estate planning and charity law. In recent years, Daniel has particularly specialised in UK and US planning as well as providing Swiss, French, Italian and Indian cross border advice. He recently advised on a complex series of trusts and companies to hold a new UK business venture as well as French and US property for a South American client considering moving to the UK or the US. The work required his UK, US and French expertise.
Daniel’s daily work includes the drafting of wills, trusts and innovative estate plans. He strives to find creative yet practical solutions to his clients’ wide ranging concerns. Last year he resolved a potentially contentious probate arising from an out-of-date will, with a simple deed of variation, to give effect to the testator’s true wishes.
He travels regularly to Switzerland, the US and further afield to advise his clients.
Daniel is a member of the International Bar Association (IBA) and the Charity Law Association (CLA). He is the immediate past chair of the Private Client Tax Committee and a frequent speaker at the IBA and STEP.
“He’s very knowledgeable about UK cross-border tax issues and he’s also familiar with US tax. He’s also flexible and creative: he does his best to find something that helps accomplish the goal.” Chambers High Net Worth, 2024
“Daniel is supremely knowledgeable and highly able to connect with his clients which makes for an excellent combination for a lawyer dealing with delicate family affairs. At the top of his game.“ Legal 500, 2023
Work highlights
- Creating an efficient UK-US estate plan for a US national but UK resident in the light of changing UK tax rules.
- Advising on a UHNW, UK resident, non-domiciled family’s wealth structures involving six international trusts and numerous underlying companies. Most recently advising on a pre-nuptial agreement; the purchase of valuable UK real estate; and the funding of a new national museum.
- Advising in-bound residents of pre-emigration tax and estate planning including the use of trusts and companies.
Qualification date: 1993
