Charlie is a Senior Associate 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 various immigration matters, ranging from sponsor licence applications, citizenship applications, and Tier 1 and Tier 2 visas.

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Charlie is a Senior Associate 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 various immigration matters, ranging from sponsor licence applications, citizenship applications, and Tier 1 and Tier 2 visas.

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

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