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Specialism: Lawyers Non-contentious Trusts, Landed Estates, Tax, Estate Planning
Company: New Quadrant Partners
Location: London, England
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Average client size: £5 million - £25 million
Fixed fee offering: No
Number of offices globally: 1-5
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Tax, trust and succession advice to cross-border family
I work with a prominent international family with significant UK trust interests invested through an open-ended investment company (OEIC) and in UK and foreign property.
I am acting for three generations of the family on all aspects of private client advice covering extensive succession planning, trust administration and UK tax advice for the family members, trustees and beneficiaries, to include coordinating all foreign legal and tax advice for the family members who are resident outside the UK (Switzerland, Austria and Monaco and there are also Dutch issues).
We recently established a new LLP to hold the large family estate in the UK run as a profitable business in order to preserve inheritance tax reliefs. We also created a new development company to carry out additional work to the estate to add significant value to the family’s portfolio and arranged three competitive commercial loans for the LLP and trustees in order to refinance the existing structure and provide further working capital to invest in the estate.
We have acted for the family for circa 20 years and the relationship is not limited to just one generation but I am involved with the existing three generations of the family with a significant level of assets under management.