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Company: Frank Hirth
Location: London, England
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Average client size: £5 million - £25 million
Fixed fee offering: Yes - Where a project warrants a fixed fee and it is in the interests of all parties this is an option.
Number of offices globally: 1-5
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Advising UHNW US individual living in London
Led a team of advisors in the complex navigation of the UK and US tax implications of becoming UK deemed domicile as well as orchestrating the implementation of a plan for this UHNW US individual living in London. This involved consideration of UK/US tax interactions, treatment of significant trust distributions and impact on international structures, whilst also ensuring the desires of the client, their family and future flexibility were at the forefront of the mind.
Opening of UK based operations of a US private equity fund manager
Played a crucial role in ensuring the opening of UK based operations of a US private equity fund manager were managed most tax efficiently for the US senior partner being assigned to London as well as the fund manager itself. This included co-ordination internally of our private client tax teams, business advisory group and hr/payroll function in both London and New York as well as having an external client facing role with the senior partner and business head of tax and CFO. The project involved the determination of the appropriate entity to use in the UK, the establishment of the UK presence, advising on the UK tax treatment on the various income streams flowing to the senior stakeholder as well as facilitating their move to London. James led the team to provide clear guidance on the technical aspects along with the practical steps needing to be taken.
Pre-entry planning for a HNW UK individual moving to California
Provided pre-entry planning to HNW UK individual moving to California and the US tax implications of doing so. The ability to advise prior to the formal move enabled the client to manage their time in the US sufficiently to undertake the appropriate planning required to not be exposed to a penal US tax charges that can often produce unexpected and unfavourable results. Failure to do so could have resulted in significant cost to the client.