The Non-Dom Tax & FIG Forum - 4th Annual

Sophie focuses on advising UK resident and non-resident individuals on their tax planning. Her clients are frequently hedge and private equity fund managers, as well as entrepreneurs. She is particularly knowledgeable on carried interest, tax efficient investing for trusts (especially protected settlements) and family investment companies as part of larger succession planning. Sophie was listed in Spear's 2019 Top 10 Tax Advisors.

Frederick is a partner at London private client law firm Payne Hicks Beach. He advises a broad range of UK and international clients on personal tax and trust issues. His practice is focused on advising entrepreneurial, business families on long term structuring and succession planning (often through the use of trusts). A number of Frederick’s clients are UK resident non-domiciliaries, who he advises on UK tax, residence and asset structuring (including ‘pre-arrival planning’). Frederick’s offshore work has a particular focus on Scandinavia but he also advises clients from a number of other jurisdictions most notably those with a US connection. Consequently Frederick is used to working with advisors in multiple jurisdictions to coordinate consolidated advice for clients with international connections.

Georgina is a partner and is responsible for Brown Advisory’s international strategic advisory capabilities. Prior to joining Brown Advisory she was a Director at EY in the Wealth and Asset Management tax team where she worked with ultra-high net worth individuals and their families (both UK domiciled and non-UK domiciled), providing and co-ordinating tax advice on their complex investment structures, business operations and personal matters. Georgina has frequently collaborated with and worked alongside her clients’ other advisers including their lawyers and trustees.

Before that she was with Skadden, Arps, Slate, Meagher & Flom (UK) LLP for 5 years, having previously trained and qualified as a solicitor at Linklaters LLP in 2003, where she then practiced in their UK tax department for a further 3 years.

David Kilshaw is a Manging Director with Rothschild & Co and Head of Private Client Wealth Solutions.

A qualified lawyer and former partner with KPMG, EY and Rawlinson & Hunter,  David no longer provides tax advice but works alongside leading lawyers and accountants to help clients craft solutions to their personal and business needs. David received the STEP Lifetime Achievement Award in 2018

Helen is a Partner in the Joseph Hage Aaronson contentious tax team specialising in UK and international tax disputes. She is a Solicitor and Chartered Tax Adviser, a member of the Society of Tax and Estate Practitioners and is a CEDR accredited mediator. She has recently been included in the City Wealth Leaders List Top 100 Private Client lawyers, is included in the Private Client Global Elite Directory 2023 and appears the Tatler Address Book 2023. Helen writes prolifically for numerous tax publications and is an active committee member at the Chartered Institute of Tax and the Worshipful Company of Tax Advisers.

Helen advises both individuals and corporates either engaged directly or as a consultant to an extensive network of professional firms and financial institutions who repeatedly call upon her expertise.

Helen has successfully run numerous residence and domicile cases but will also turn her hand to a wide variety of contentious and advisory tax matters. Helen is an industry leading specialist at running highly technical COP9 investigations where she has a proven track record of successfully negotiating very favourable settlements.

I was appointed as CEO of Blick Rothenberg in August 2020, having joined the firm in 2012.

My background is in personal tax and I have had over 15 years’ continuous experience in practice. I specialise in the interaction of personal and corporate tax matters, advising predominantly entrepreneurs from across a variety of industry sectors on all aspects of their personal and corporate tax affairs. This includes their company’s business life cycle – from start-up and growth through to business exit.

I am regularly approached to comment on tax matters in the media including the broadsheets and personal finance publications, and have made appearances on radio and television. I can also be found speaking regularly at a host of events on tax issues.

My career highlights include my appointment as CEO of Blick Rothenberg, as well as being recognised for several leading industry awards including eprivateclient’s ‘50 Most Influential Private Client Professionals’ and Spear’s ‘Top Recommended Tax Accountants’.

I have a keen interest in the UK’s tax policy and regularly input into Government consultations including stakeholder meetings with HM Revenue & Customs and HM Treasury. I am passionate about both improving the UK’s tax system through simplification and reducing barriers and compliance requirements to promote entrepreneurship in the UK.

I am proud to have been given the support and the confidence to develop my career here at Blick Rothenberg, enhancing both the profile of the firm and myself personally. In my role as CEO, I hope that I can give our people the same opportunities and support that have been afforded to me, and my own measure of success will be to see people develop their careers beyond mine.

Sonia Velasco’s crossborder practice involves advising private clients on their investments including real estate investments, estate planning, family governance and business succession, executive compensation and pension plans. She is well versed in vehicles such as trusts, which do not have a precise counterpart in Spanish law.

She also often advises private equities, venture-capital and strategic investors, and family offices on their investments in startups and scaleups.

She worked at the Cuatrecasas New York office for three years, enabling her to work on many crossborder matters involving the United States, Canada and Latin America.

She is an active member of the American Bar Association and of the International Bar Association, where she chaired the Tax Committee from 2013 to 2015. She is also a member of the Barcelona Bar Association and of the Society of Trust and Estate Practitioners.

She lectures on taxation at ESADE Business & Law School and speaks regularly at the International Bar Association and other international forums.

Alberto Brazzalotto, partner at Maisto e Associati, heads the London office since January 2023.

His main area of expertise is Italian tax law, with a focus on private client matters, including taxation of trusts, estate planning, cross-border successions, restructuring of family business and relocation of high-net-worth individuals to and from Italy.  He has an extensive experience also in international tax law, taxation of IPs, taxation in the sport, entertainment and art sector. He also assists clients (both domestic and international) in potential tax controversies and tax dispute resolutions through settlements.

He is a TEP member of the Italian branch of STEP (The Society of Trust and Estate Practitioners) and a member of PAIAM (Professional Advisors to the International Art Market)

Rosie advises on a broad spectrum of private client matters ranging from wills and succession planning to tax efficient structures for non-UK domiciled individuals.

Rosie’s background is in corporate tax and funds tax having trained at a City firm working for five years in their tax practice. She joined Stevens & Bolton in 2012 and became a partner in 2016.

Many of Rosie’s clients are entrepreneurs and she has particular expertise in advising business owners in relation to corporate exit planning and restructuring. She also advises family run companies, assisting families with long-term succession planning.

Rosie has extensive experience of advising on the cross-over between investment funds and private client matters and many of her clients are fund managers with a cross-border element to their affairs.

Rosie was appointed to the Tax Law Committee by The Law Society’s Policy & Regulatory Affairs Committee in 2022.

Rosie also advises on complex onshore and offshore trust structures and has specialist knowledge in relation to residential property holding structures.

I’m a Senior Manager in the Private Client division, specialising in US Tax and International Tax. I hold over ten years of experience, advising in these areas, which enables me to support SRLV’s diverse range of music, entertainment and owner managed businesses clients.

From successful professionals to family offices, trusts and non-domiciles, my clients have global work and investment interests, which require wide-ranging tax compliance and advisory support. My US tax speciality affords a particular understanding of the intricacies of cross-border tax obligations -such as residency movements, overseas working and entity structuring. I also provide clients with business consulting support, as well as advice on personal and international tax, trusts and other issues associated with non-domiciles, as many live abroad or have interests outside the UK.

With complex business interests, a major part of my role is ensuring that clients’ affairs are tax-optimised, together with a highly personalised approach to long-term planning. It is hugely satisfying to help clients to see through the ‘fog’ of any potential issues, and to implement practical solutions that achieve the most favourable outcomes for them.

Providing these carefully considered options, and a balanced, objective view, builds a relationship of trust, as clients manage an on-going and wide range of new challenges and potential opportunities.

Oliver has a practice encompassing all areas of tax law, contentious and non-contentious.

“Oliver Marre is “our go-to when we need advice,” reveals an instructing solicitor, adding: “He’s extremely approachable, knowledgeable and brilliant with clients.  Marre often advises high net worth clients on a range of tax matters.  Another interviewee enthuses: “What sets him apart, I think, is his ability to relate to clients and explain difficult concepts or strategic points to them.  I am always confident in recommending him to clients and colleagues.”  (Chambers High Net Worth)

Oliver is also listed in the other main legal directories.  Who’s Who Legal refers to his “strategic prowess”.

As well as his broad general revenue advisory work and litigation, Oliver provides tax advice in the contexts of trusts disputes, mediations, in cases before the Family Division (including complex or HNW divorce cases) and in relation to the taxation of charities and charitable donors.

Sarah focusses on advising international UK-based wealthy families, including entrepreneurs and investors, on structuring their worldwide assets efficiently. Sarah started her career as a graduate, and has worked for a variety of legal and accounting firms in both the UK and the Channel Islands, before joining Frank Hirth in 2016. She now heads the UK tax team at EY Frank Hirth.

Sarah has advised wealthy multinational families, entrepreneurs and highly sophisticated investors on structuring their worldwide assets efficiently. She is an associate of the Chartered Institute of Taxation, and is a member of the Society of Trust and Estate Practitioners (TEP). Sarah is also a qualified Chartered Tax Adviser (CTA). She was named in Spear's 500 Top Private Client Advisers in 2019, 2020 and 2021.

She holds a Law degree (LLB Hons) in Law from UWE Bristol and a master’s degree (LLM) in Public Law from University of Bristol.