Charlie is a Partner in our Trusts, tax and estate planning team, specialising in advising resident non-domiciliaries, UK and international trustees and domestic clients on matters spanning pre-immigration planning, residency and domicile rules, international tax planning and UK wills and estate planning.
Charlie also advises on a full range of immigration matters. On the personal immigration side, he specialises in advising private clients and their families throughout their immigration journey, from initial visa applications through to applications for indefinite leave to remain and naturalisation. He also advises entrepreneurs about setting up businesses in the UK under the Innovator or Start-Up immigration routes, and advises younger clients on Student visas and the Graduate visa. With businesses, Charlie advises corporate clients on recruiting and retaining top talent from the global market. This includes advising on applications for sponsor licences (both Skilled Worker licences and/or licences under the Global Business Mobility routes), advising proposed employees on subsequent work visa applications (including Skilled Workers, Senior or Specialist Workers, and Expansion Workers), as well as advising generally on ongoing compliance with the Immigration Rules affecting UK employers.
“Visas and immigration rules are challenging but [Charlie’s] expert knowledge and guidance makes it much more manageable” – Client feedback
“It didn’t matter what difficulties I encountered, as soon as I brought the matter to Charlie’s attention, he was quick to respond (even when on holiday), with a knowledgeable, sensible and practical approach. This transformed stressful situations into calm, manageable ones with the added bonus that we always achieved the desired outcome” – Client feedback
Charlie is a Partner in our Trusts, tax and estate planning team, specialising in advising resident non-domiciliaries, UK and international trustees and domestic clients on matters spanning pre-immigration planning, residency and domicile rules, international tax planning and UK wills and estate planning.
Charlie also advises on a full range of immigration matters. On the personal immigration side, he specialises in advising private clients and their families throughout their immigration journey, from initial visa applications through to applications for indefinite leave to remain and naturalisation. He also advises entrepreneurs about setting up businesses in the UK under the Innovator or Start-Up immigration routes, and advises younger clients on Student visas and the Graduate visa. With businesses, Charlie advises corporate clients on recruiting and retaining top talent from the global market. This includes advising on applications for sponsor licences (both Skilled Worker licences and/or licences under the Global Business Mobility routes), advising proposed employees on subsequent work visa applications (including Skilled Workers, Senior or Specialist Workers, and Expansion Workers), as well as advising generally on ongoing compliance with the Immigration Rules affecting UK employers.
“Visas and immigration rules are challenging but [Charlie’s] expert knowledge and guidance makes it much more manageable” – Client feedback
“It didn’t matter what difficulties I encountered, as soon as I brought the matter to Charlie’s attention, he was quick to respond (even when on holiday), with a knowledgeable, sensible and practical approach. This transformed stressful situations into calm, manageable ones with the added bonus that we always achieved the desired outcome” – Client feedback
Work highlights
- Preparing a note of UK tax advice for a resident non-domiciled high net worth individual on pre-arrival planning, the settlement of assets into an excluded property trust, and ongoing tax advice.
- Advising a UK registered charity on the availability of an exemption under the FSMA (Regulated Activities) Order 2001 in relation to Sharia-compliant loans made by the charity.
- Coordinating the creation of an offshore fund to invest in Israeli tech start-up companies, including advice on the shareholders agreement and advisory services agreement and the loan of funds from an offshore trust structure.
- Advising a UK resident settlor and offshore trustees relating to the winding up of an offshore trust and underlying company structure and coordinating the distribution of the trust funds.
- Providing trust and tax advice to former US residents on the tax consequences of their return to the UK, both for their offshore trusts and personal tax affairs.
- Carrying out an overseas mixed fund cleansing exercise to allow tax-efficient remittances of funds to the UK for a remittance basis taxpayer.
- Advising a Tier 2 (intra-company transfer) migrant worker on their application for indefinite leave to remain.
Qualification date: 2014
