Partner
Jim has a broad-based private client practice which is predominantly tax and trust driven; he specialises in imaginative, practical and cost-effective tax and succession solutions for landowners, businesses and families.
In recent months, Jim has undertaken a diverse number of innovative and challenging matters, including:
- Structuring the acquisition of valuable London property for an increasing number of wealthy non-domiciled clients, through the use of offshore corporations held within excluded property trusts, to eradicate potential Inheritance Tax liability
- Effecting the transfer of UK assets held by non domiciled clients into Offshore Partnerships to remove the assets from a charge to IHT while avoiding SDLT on the transfers
- Brokering workable solutions and diffusing tensions for family members and beneficiaries at odds within deceaseds'' estates and family trusts, thus avoiding court proceedings and preserving family unity.
- Advising on changes to the taxation of mineral royalties within a Settled Land Act settlement
- Devising a unique ownership structure for South East Asian Investors in a West Country boutique Hotel
- Creating a Sub Partnership for a farming family and their trustees to hold development land and claim CGT entrepreneurs' relief on eventual sale
"I have arranged the transfer of funds to cover your fees which I was very happy to pay as I have received such excellent service from you!"
Client, April 2012
