William is a member of our Trusts, tax and estate planning team. He has substantial experience providing tax and estate planning and probate services to private clients and their families. He advises on domicile and residence, succession and inheritance and the formulation of efficient strategies for the preservation, maintenance and ultimate distribution of property through wills, trusts and charitable foundations.

William’s work often involves dealing with cross border issues. This includes general trust, succession and charity law advice, often involving a consideration of overseas personal and matrimonial property regimes, reviewing existing structures and the implementation of planning, on the establishment of trusts and other asset holding structures. William’s work extends to multi-jurisdictional issues, not only for individuals in their personal capacity, but also as trustees and his work often encompasses advice to private offices, overseas banks, trust corporations, charities and not for profit organisations.

William also represents artists, collectors and custodians of art and other tangible personal property. He has advised on the title, gift, licensing, bailment, charge, import, export, purchase and sale of all kinds of objects ranging from C18 Old Masters through a C20 letter archive to a monument in the Royal Parks.

He has a particular interest in private archives and organised an Institute of Art and Law Colloquium at which he spoke on tax and succession issues in relation to works deposited on long term loan.

William has contributed articles to a range of publications on tax, trusts, art and heritage matters including the Estate, Trusts & Pensions Journal, PLC, STEP Journal and Spears magazine.

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William is a member of our Trusts, tax and estate planning team. He has substantial experience providing tax and estate planning and probate services to private clients and their families. He advises on domicile and residence, succession and inheritance and the formulation of efficient strategies for the preservation, maintenance and ultimate distribution of property through wills, trusts and charitable foundations.

William’s work often involves dealing with cross border issues. This includes general trust, succession and charity law advice, often involving a consideration of overseas personal and matrimonial property regimes, reviewing existing structures and the implementation of planning, on the establishment of trusts and other asset holding structures. William’s work extends to multi-jurisdictional issues, not only for individuals in their personal capacity, but also as trustees and his work often encompasses advice to private offices, overseas banks, trust corporations, charities and not for profit organisations.

William also represents artists, collectors and custodians of art and other tangible personal property. He has advised on the title, gift, licensing, bailment, charge, import, export, purchase and sale of all kinds of objects ranging from C18 Old Masters through a C20 letter archive to a monument in the Royal Parks.

He has a particular interest in private archives and organised an Institute of Art and Law Colloquium at which he spoke on tax and succession issues in relation to works deposited on long term loan.

William has contributed articles to a range of publications on tax, trusts, art and heritage matters including the Estate, Trusts & Pensions Journal, PLC, STEP Journal and Spears magazine.

Work highlights

  • Advising collector on challenges faced in disposing of his estate of leading C20 American art to foreign institutions.
  • Tax advice to high net worth non resident and non UK domiciled individuals on restructuring residential property portfolio.
  • Review of investment and accounting policies of national institution, the application of capital reserves and charity advice on expenditure.
  • Inheritance tax planning for family involving the use of trusts on division of a landed estate, the sharing of property and retention of a home for widow.
  • Advising on disposals of interests in a family business organised as a partnership.

Qualification date: 1987

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