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Director - Business Development
Specialism: Trustees Private Client Trustees
Location: London, England
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Average client size: Over £25 million
Fixed fee offering: Yes - Negotiated bespoke fixed fee for on-boarding and also for annual responsibility and admin.
Number of offices globally: More than 5
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Specialist in dealing with USA
I deal with clients globally but particularly in cases involving U.S issues. Two examples are:
1. Setting up a structure for a Brazilian family to migrate to the USA.
2. Setting up structures for a dual UK/US taxpayer ahead of being deemed UK domiciled.