About
Insights, News
Publications
Longer Reads
Lessons from Angela Rayner’s SDLT errors
Read more
Carly Russell
Qualification date: 2015
Specialising in:
About
Carly Russell
Carly Russell is a Partner is our Private Wealth team.
Carly brings over 25 years’ experience advising on both contentious and non-contentious private wealth matters, UK domestic and international.
Carly advises individuals, families and fiduciaries in the administration and planning of substantial wealth and complex international affairs for the purposes of lifetime planning, succession, asset protection and tax, with the use of corporate vehicles and traditional trusts and wills. Formal governance issues will often arise as part of the advice Carly gives. Carly has run high value and cross-border probate and trust matters throughout her career.
She is able to address issues associated with the challenges people may experience in respect of mental capacity and vulnerability, with focus on Court of Protection and Deputyship matters, trusts for vulnerable persons and the preparation and use of Powers of Attorney.
Carly has a passion for working with individuals to achieve their intentions within the charitable and philanthropic sphere, and to work with charities in their continued management and structural development.
The uniqueness of Carly’s skillset has enabled her to develop a strong practice over the last 25 years in all aspects of UK and cross-border private client dispute resolution, using her strengths in the non-contentious side of her business to give her that edge. The types of common claims she will work on are dependency (1975 Act) claims, TLATA claims, will challenges, trust breaches, claims by disappointed beneficiaries, Court of Protection matters, professional negligence, personal taxation challenges and charity management. Her emphasis is to use dispute resolution, and only court as a last resort, to achieve a result as cost effectively and timely as possible.
Collyer Bristow’s Private Wealth department assists wealthy UK & international individuals, families & family offices, in building businesses, preparing for succession, moving globally, managing homes, dealing with investments & assets, resolving disputes, protecting their privacy & fulfilling their philanthropic aims.
The Tax & Estate Planning team sits at the heart of Collyer Bristow’s Private Wealth offering, supporting High and Ultra-High-Net-Worth individuals and their families with bespoke estate planning solutions including wills, Lasting Power of Attorney, Inheritance Tax planning, wealth transition and trust structuring advice.
The Private Wealth Disputes team works closely with colleagues advising on non-contentious aspects, offering specialised advice on all aspects of family wealth disputes, including mental capacity, elder abuse, HMRC and personal taxation, disputes with trustees, inheritance disputes and contesting wills.
Insights, News & Events
View all insights & newsView all eventsView all videos & podcasts
- Lessons from Angela Rayner’s SDLT errors
News
Farmers and business owners seek Judicial Review of Inheritance Tax Changes to Agricultural/Business Property ReliefFarmers and business owners seek Judicial Review of Inheritance Tax Changes to Agricultural/Business Property Relief
Read more
Shorter Reads
2025 Spring Statement2025 Spring Statement
Read more
Shorter Reads
‘Long Term Residence’ in the UK: Tax Consequences for International Private Clients‘Long Term Residence’ in the UK: Tax Consequences for International Private Clients
Read more
Shorter Reads
Statutory Residence TestStatutory Residence Test
Read more
Shorter Reads
UK to soften tax rules for wealthy foreigners after millionaire exodus, Rachel Reeves saysUK to soften tax rules for wealthy foreigners after millionaire exodus, Rachel Reeves says
Read more
News
Autumn Budget 2024Autumn Budget 2024
Read more
Shorter Reads
Is the Government set to U-Turn on its Non-Dom Tax Policy?Is the Government set to U-Turn on its Non-Dom Tax Policy?
Read more
News
Collyer Bristow promotes Aidan Grant to PartnerCollyer Bristow promotes Aidan Grant to Partner
Read more
Shorter Reads
Election 2024: Initial comments on potential tax changesElection 2024: Initial comments on potential tax changes
Read more
Longer Reads
Piggy Banks to Portfolios: can children hold shares in a company?Piggy Banks to Portfolios: can children hold shares in a company?
Read more
Shorter Reads
Keir Starmer launches Labour manifestoKeir Starmer launches Labour manifesto
Read more
Quick glance: publications
- FIG Regime and more: The Reforms to Personal Taxation for UK Resident Foreign IndividualsWhat the new rules mean for UK resident foreign taxpayers - What the new rules mean for UK resident foreign taxpayers
- The Benefits Of Lifetime GivingAn expert guide to tax-efficient charitable giving - An expert guide to tax-efficient charitable giving
- Estate planning for digital assets
- Planning with crypto assets
- HMRC v Wilkes Approved Judgement 07.12.2022
- Lifetime Giving Handbook
- Lifetime Giving | Trusts and School FeesA guide to tax efficient arrangements - A guide to tax efficient arrangements
- Lasting powers of attorney
- How are your cryptoassets taxed?
- Decrypting a digital world
Publications
FIG Regime and more: The Reforms to Personal Taxation for UK Resident Foreign IndividualsWhat the new rules mean for UK resident foreign taxpayers - What the new rules mean for UK resident foreign taxpayers
From 6 April 2025, UK tax for foreign residents is based solely on tax residence, not domicile. The simplified system affects income, capital gains, and inheritance tax, offering some residents up to four years to shelter non-UK income and gains.
The Benefits Of Lifetime GivingAn expert guide to tax-efficient charitable giving - An expert guide to tax-efficient charitable giving
At Collyer Bristow, we help individuals, families, and trustees plan strategically to maximise the impact of their charitable giving while preserving and protecting wealth. Charitable donations, whether made during your lifetime or through your Will, can provide significant opportunities to reduce tax liabilities and create a lasting legacy.
Our latest guide, The Benefits of Lifetime Giving, explores the full range of options available and illustrates how to integrate charitable donations into a broader estate planning strategy.
Estate planning for digital assets
Fundamentally, digital assets are the possessions you access on a digital device. These assets are normally stored online and accessed via a personal online account run by a third-party provider. How should you manage these assets?
Planning with crypto assets
It is increasingly important for individuals to understand how crypto assets are taxed, both in life and on death, and ensure the consideration of crypto assets in succession planning.
HMRC v Wilkes Approved Judgement 07.12.2022
A PDF copy of the Court of Appeal’s judgment.
Lifetime Giving Handbook
We have prepared a handbook to answer the most pressing and common lifetime giving questions and issues including; giving property to the next generation, gifts to vulnerable individuals, how best to fulfil an individual’s philanthropic ambitions, foreign gifts and the tax benefits associated with gifts of art.
Lifetime Giving | Trusts and School FeesA guide to tax efficient arrangements - A guide to tax efficient arrangements
Many families contend with paying school fees running into hundreds of thousands of pounds per child over the course of their education. This guide examines some tax efficient arrangements that other family members (typically grandparents) can use to contribute to these costs.
Lasting powers of attorney
A guide on making an LPA covering everything you need to know when considering giving another person certain authority to make decisions, in circumstances where you no longer have the mental capacity to do so on your own.
How are your cryptoassets taxed?
Guidance for individuals who hold cryptoassets, explaining what taxes they may need to pay, and what records they need to keep. Also included is information for businesses and companies about the tax treatment of cryptoasset transactions.
Decrypting a digital world
An overview of some of the key areas of interest in relation to cryptoassets, their legal treatment in the UK, and how they should be considered in tax and estate planning.
Carly 's colleagues
View Profile
Abbie
Coleman Associate
Specialising in: Banking & financial disputes, Commercial arbitration, Commercial disputes, Corporate recovery, restructuring & insolvency, Financial Services & Trusts & Inheritance disputes
+44 20 7470 4435
+44 7760 805398
Email Abbie
Carly Russell
Partner
Qualification 2015
Specialising in...
About
Carly Russell is a Partner is our Private Wealth team.
Carly brings over 25 years’ experience advising on both contentious and non-contentious private wealth matters, UK domestic and international.
Carly advises individuals, families and fiduciaries in the administration and planning of substantial wealth and complex international affairs for the purposes of lifetime planning, succession, asset protection and tax, with the use of corporate vehicles and traditional trusts and wills. Formal governance issues will often arise as part of the advice Carly gives. Carly has run high value and cross-border probate and trust matters throughout her career.
She is able to address issues associated with the challenges people may experience in respect of mental capacity and vulnerability, with focus on Court of Protection and Deputyship matters, trusts for vulnerable persons and the preparation and use of Powers of Attorney.
Carly has a passion for working with individuals to achieve their intentions within the charitable and philanthropic sphere, and to work with charities in their continued management and structural development.
The uniqueness of Carly’s skillset has enabled her to develop a strong practice over the last 25 years in all aspects of UK and cross-border private client dispute resolution, using her strengths in the non-contentious side of her business to give her that edge. The types of common claims she will work on are dependency (1975 Act) claims, TLATA claims, will challenges, trust breaches, claims by disappointed beneficiaries, Court of Protection matters, professional negligence, personal taxation challenges and charity management. Her emphasis is to use dispute resolution, and only court as a last resort, to achieve a result as cost effectively and timely as possible.
Collyer Bristow’s Private Wealth department assists wealthy UK & international individuals, families & family offices, in building businesses, preparing for succession, moving globally, managing homes, dealing with investments & assets, resolving disputes, protecting their privacy & fulfilling their philanthropic aims.
The Tax & Estate Planning team sits at the heart of Collyer Bristow’s Private Wealth offering, supporting High and Ultra-High-Net-Worth individuals and their families with bespoke estate planning solutions including wills, Lasting Power of Attorney, Inheritance Tax planning, wealth transition and trust structuring advice.
The Private Wealth Disputes team works closely with colleagues advising on non-contentious aspects, offering specialised advice on all aspects of family wealth disputes, including mental capacity, elder abuse, HMRC and personal taxation, disputes with trustees, inheritance disputes and contesting wills.
Insights, News & Events
Longer Reads
Lessons from Angela Rayner’s SDLT errorsLessons from Angela Rayner’s SDLT errors
Read more
News
Farmers and business owners seek Judicial Review of Inheritance Tax Changes to Agricultural/Business Property ReliefFarmers and business owners seek Judicial Review of Inheritance Tax Changes to Agricultural/Business Property Relief
Read more
Shorter Reads
2025 Spring Statement2025 Spring Statement
Read more
Shorter Reads
‘Long Term Residence’ in the UK: Tax Consequences for International Private Clients‘Long Term Residence’ in the UK: Tax Consequences for International Private Clients
Read more
Shorter Reads
Statutory Residence TestStatutory Residence Test
Read more
Shorter Reads
UK to soften tax rules for wealthy foreigners after millionaire exodus, Rachel Reeves saysUK to soften tax rules for wealthy foreigners after millionaire exodus, Rachel Reeves says
Read more
News
Autumn Budget 2024Autumn Budget 2024
Read more
Shorter Reads
Is the Government set to U-Turn on its Non-Dom Tax Policy?Is the Government set to U-Turn on its Non-Dom Tax Policy?
Read more
News
Collyer Bristow promotes Aidan Grant to PartnerCollyer Bristow promotes Aidan Grant to Partner
Read more
Shorter Reads
Election 2024: Initial comments on potential tax changesElection 2024: Initial comments on potential tax changes
Read more
Longer Reads
Piggy Banks to Portfolios: can children hold shares in a company?Piggy Banks to Portfolios: can children hold shares in a company?
Read more
Shorter Reads
Keir Starmer launches Labour manifestoKeir Starmer launches Labour manifesto
Read more
Publications
- FIG Regime and more: The Reforms to Personal Taxation for UK Resident Foreign IndividualsWhat the new rules mean for UK resident foreign taxpayers - What the new rules mean for UK resident foreign taxpayers
- The Benefits Of Lifetime GivingAn expert guide to tax-efficient charitable giving - An expert guide to tax-efficient charitable giving
- Estate planning for digital assets
- Planning with crypto assets
- HMRC v Wilkes Approved Judgement 07.12.2022
- Lifetime Giving Handbook
- Lifetime Giving | Trusts and School FeesA guide to tax efficient arrangements - A guide to tax efficient arrangements
- Lasting powers of attorney
- How are your cryptoassets taxed?
- Decrypting a digital world
You are contacting Carly Russell, Partner.
Message us on WhatsApp (calling not available)
Please note that Collyer Bristow provides this service during office hours for general information and enquiries only and that no legal or other professional advice will be provided over the WhatsApp platform. Please also note that if you choose to use this platform your personal data is likely to be processed outside the UK and EEA, including in the US. Appropriate legal or other professional opinion should be taken before taking or omitting to take any action in respect of any specific problem. Collyer Bristow LLP accepts no liability for any loss or damage which may arise from reliance on information provided. All information will be deleted immediately upon completion of a conversation.
Close
