James is a Partner specialising in trusts, tax and estate planning, often acting for high net worth individuals, entrepreneurs and business owners.
James advises in relation to the preparation of wills, estate and tax planning including business succession and wealth protection for future generations, probate, lifetime trusts, trusts for vulnerable and disabled individuals, lasting powers of attorney, enduring powers of attorney and Court of Protection matters.
James’s work often includes international elements whereby he advises both UK and non-UK domiciled clients.
James is a Partner specialising in trusts, tax and estate planning, often acting for high net worth individuals, entrepreneurs and business owners.
James advises in relation to the preparation of wills, estate and tax planning including business succession and wealth protection for future generations, probate, lifetime trusts, trusts for vulnerable and disabled individuals, lasting powers of attorney, enduring powers of attorney and Court of Protection matters.
James’s work often includes international elements whereby he advises both UK and non-UK domiciled clients.
Work highlights
- Complex cross border probate involving assets in multiple jurisdictions and advising in relation to domicile.
- Making a successful claim to HMRC under the acceptance in lieu scheme so as to write off the estate’s substantial inheritance tax liability in exchange for the acquisition of objects of national importance by a number of prominent institutions across the UK.
- Estate planning for a high net worth family, including drafting wills in the UK, coordinating the completion of wills in overseas jurisdictions and advising in relation to wealth protection.
- Preparing trusts for vulnerable and disabled individuals including advising the family, to achieve a tax efficient outcome.
Qualification date: 2010
