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Daniel SimonSenior Partner
- Robin Henry
Partner - Head of Dispute Resolution Services
- Stephen Rosen
Partner
Introduction
Services
Make an enquiry INTERNATIONAL TRUSTS, TAX & ESTATE PLANNING
Wealthy individuals and families with international affairs must give careful consideration to ensure that their assets are protected and passed on to future generations in a way which is effective and efficient in all the relevant jurisdictions.
Whether the circumstances involve assets owned in various parts of the world or foreign people living in or moving to the UK, without proactive and strategic planning there is a risk of assets passing in an unintended way or valuable opportunities being missed.
Make an enquiry UK TRUSTS, TAX & ESTATE PLANNING
Considering estate and succession planning during your lifetime gives you the opportunity to structure your affairs in a flexible and tax-efficient way for the short and long term.
You may be looking to provide for children or grandchildren without them having control too soon, preserve business assets, or protect a disabled child. To ensure that your wealth is structured in line with your priorities, you need an expert adviser to provide you with creative and individually tailored advice. While the scope for people domiciled in the UK to create new trusts tax-efficiently is more restricted than in the past, there are still a number of planning options.
Make an enquiry COMMERCIAL LITIGATION & DISPUTE RESOLUTION
When it comes to commercial relationships, it is inevitable that disagreements will occur from time to time, even when you own or are responsible for the running of a well-operating, cohesive business.
Commercial disputes are inherently stressful and it is vital to resolve them swiftly and effectively so you can get back to focusing on the core day-to-day activities required for commercial success. To support you in navigating these conflicts, you should work with a legal team with the expertise to provide you with innovative strategies which fulfil your objectives and align with your business interests.
Make an enquiry US/UK TAX ADVICE
For individuals with personal and financial connections in both the US and the UK, navigating the interaction between the two regimes on matters of tax, estate planning, trusts and succession can be complex. Individuals may have just avoided the pitfalls of one jurisdiction only to fall foul of the rules in the other.
If you are in the position where you have interests across both sides of the pond, it is crucial that you work with advisors with experience in crafting suitable UK advice that is mindful of, and can coexist tax-efficiently with, concurrent US concerns.
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Need some more information? Make an enquiry below
IBA Annual Conference 2023 key contacts
- daniel.simon@collyerbristow.comDaniel
SimonSenior Partner
Talk to Daniel about International trusts, tax & estate planning, Family offices, Firm management, Private wealth, UK trusts, tax & estate planning and US/UK Tax & estate planning - robin.henry@collyerbristow.comRobin
HenryPartner - Head of Dispute Resolution Services
Talk to Robin about Banking & financial disputes, Commercial disputes, Corporate recovery, restructuring & insolvency, Digital and Personal insolvency - stephen.rosen@collyerbristow.comStephen
RosenPartner
Talk to Stephen about Banking & financial disputes, Commercial arbitration and Commercial disputes
IBA Annual Conference 2023
Between October 29 – November 3 2023 our team is excited to head to Paris: this year’s location for the International Bar Association (IBA) Conference.
The International Bar Association (IBA) Annual Conference is the leading conference for legal professionals worldwide to meet, share knowledge, build contacts and develop business.
Our team of partners look forward to catching up with their international friends as well as making new ones. Feel free to contact our lawyers for more information or to arrange a meeting.
Meet our Paris team
Daniel Simon – Senior Partner, former chair of the Private Client Tax Committee
Robin Henry – Partner & Head of Dispute Resolution
Stephen Rosen – Partner, international commercial disputes
Aidan Grant – Senior Associate, specialising in UK/US tax and estate planning
Click here for more information on the IBA Annual Conference 2023.
Key Contacts
Find out more information on:
INTERNATIONAL TRUSTS, TAX & ESTATE PLANNING
Wealthy individuals and families with international affairs must give careful consideration to ensure that their assets are protected and passed on to future generations in a way which is effective and efficient in all the relevant jurisdictions.
Whether the circumstances involve assets owned in various parts of the world or foreign people living in or moving to the UK, without proactive and strategic planning there is a risk of assets passing in an unintended way or valuable opportunities being missed.
UK TRUSTS, TAX & ESTATE PLANNING
Considering estate and succession planning during your lifetime gives you the opportunity to structure your affairs in a flexible and tax-efficient way for the short and long term.
You may be looking to provide for children or grandchildren without them having control too soon, preserve business assets, or protect a disabled child. To ensure that your wealth is structured in line with your priorities, you need an expert adviser to provide you with creative and individually tailored advice. While the scope for people domiciled in the UK to create new trusts tax-efficiently is more restricted than in the past, there are still a number of planning options.
COMMERCIAL LITIGATION & DISPUTE RESOLUTION
When it comes to commercial relationships, it is inevitable that disagreements will occur from time to time, even when you own or are responsible for the running of a well-operating, cohesive business.
Commercial disputes are inherently stressful and it is vital to resolve them swiftly and effectively so you can get back to focusing on the core day-to-day activities required for commercial success. To support you in navigating these conflicts, you should work with a legal team with the expertise to provide you with innovative strategies which fulfil your objectives and align with your business interests.
US/UK TAX ADVICE
For individuals with personal and financial connections in both the US and the UK, navigating the interaction between the two regimes on matters of tax, estate planning, trusts and succession can be complex. Individuals may have just avoided the pitfalls of one jurisdiction only to fall foul of the rules in the other.
If you are in the position where you have interests across both sides of the pond, it is crucial that you work with advisors with experience in crafting suitable UK advice that is mindful of, and can coexist tax-efficiently with, concurrent US concerns.
Need some more information? Make an enquiry below.
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