Expertise

Joe trained and qualified at the firm having joined in 2009. His experience relates to providing tax, estate and succession planning advice to HNWIs and advising on trust formation and administration, LPAs, Will drafting, personal tax planning and the taxation of trusts, including:

  • the administration of a complex, multi-million pound, international and litigious estate, acting for the Executors in IPFDA proceedings and advising the Executors in relation to a number of offshore and contentious issues;
  • advising non-UK resident HNWIs on funding the purchase of UK properties and tax efficient structures, including advising on income tax, capital gains tax and inheritance tax implications of purchasing and owning assets personally or through various corporate structures;
  • acting as panel advisors to a number of trust companies established by UK banks and offshore trust advisors;
  • advising a charity with turnover in excess of £5m in relation to amendments to its constitution and governance issues;
  • incorporation and registration of a new charitable company to manage and develop an aeronautical visitor centre and museum;
  • advising as to the restructure and sale of numerous family owned businesses taking into account ownership by family trusts, taxation considerations and the corporate issues which arise;
  • drafting of various bespoke settlement deeds to hold group life assurance policies for corporate clients;
  • advising clients with disabled family members as to tax and succession planning issues;
  • advising the trustees of family settlements with assets valued at c. £300m as to taxation, devolution and succession planning.
Education
  • The University of Manchester, LLB, 2008
Professional Memberships
  • STEP (Society of Trust and Estate Practitioners)
  • CLA (Charity Law Association)
Languages
  • Spanish (conversational)