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

The First Event to Take Place Under the New Tax Regime.

20th May | In-Person | The Royal Horseguards Hotel

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You Expert Speakers:

Sophie Dworetzsky
Partner
Charles Russell Speechlys

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.


Sophie Dworetzsky
Sophie Dworetzsky Partner
Charles Russell Speechlys
Freddie Bjørn
Partner
Payne Hicks Beach

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.


Freddie Bjørn
Freddie Bjørn Partner
Payne Hicks Beach
Georgina Guy
Head of International Strategic Advisory
Brown Advisory

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.


Georgina Guy
Georgina Guy Head of International Strategic Advisory
Brown Advisory
David Kilshaw
Head of Private Client Wealth Solutions
Rothschild & Co

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


David Kilshaw
David Kilshaw Head of Private Client Wealth Solutions
Rothschild & Co
Helen McGhee
Partner
Joseph Hage Aaronson

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.


Helen McGhee
Helen McGhee Partner
Joseph Hage Aaronson
Alberto Brazzalotto
Partner
Maisto e Associati (Italy)

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)


Alberto Brazzalotto
Alberto Brazzalotto Partner
Maisto e Associati (Italy)
Rosie Todd
Partner
Stevens & Bolton

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.


Rosie Todd
Rosie Todd Partner
Stevens & Bolton
Tom Buchan
Senior International Tax Manager
SRLV

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.


Tom Buchan
Tom Buchan Senior International Tax Manager
SRLV
Oliver Marre
Barrister
5 Stone Buildings

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.


Oliver Marre
Oliver Marre Barrister
5 Stone Buildings
Sarah Farrow
Partner, Private Client Services
EY

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.


Sarah Farrow
Sarah Farrow Partner, Private Client Services
EY
Katie Newbury
Partner
Kingsley Napley

Katie is a Partner in the immigration team and has over 10 years' experience across a wide spectrum of UK immigration matters, with particular expertise in applications made under Tier 1 of the Points Based System and complex personal immigration matters.  

She regularly provides commentary on the workings of the UK Immigration Rules and is often involved in lobbying the Home Office, including in relation to the design of a future post-Brexit UK immigration system.

Katie works in the private client immigration team where she advises a broad range of clients.


Katie Newbury
Katie Newbury Partner
Kingsley Napley
Beatrice Puoti
Partner
Stephenson Harwood

Beatrice is a Partner in the Private Wealth team at Stephenson Harwood.

Beatrice's primary focus is on international tax, trusts, tax and estate planning for UK and non-UK resident and UK and non UK domiciled HNW and UHNW clients and their families.

Beatrice has a particular expertise on European issues in general and Italian issues in particular, as she has qualified in Italy and in England and Wales.  Beatrice also has significant experience in advising financial institutions and trustees on international trust and tax matters and structuring and on the ownership, structuring and acquisition of UK and non-UK real estate. Beatrice also specialises in cross-border estate planning issues with a particular focus on all issues arising from Roman Law and Common Law application to clients and their assets.


Beatrice Puoti
Beatrice Puoti Partner
Stephenson Harwood
Geoff Kertesz
Partner
Stewarts

Geoff specialises in resolving troublesome issues relating to trusts and estates, whether domestic or international. Chambers describes him as a “real superstar”. Geoff is dual-qualified in England and Wales, and California. He was a litigator in San Francisco before cross-qualifying and relocating to London.

Geoff’s experience consists entirely of dealing with complex litigation relating to trusts and estates, often with an offshore element. He has experience with cases involving the UK, US, Channel Islands, Cayman Islands, BVI and Hong Kong, among other jurisdictions. Geoff is equally at ease dealing with purely domestic matters. Unusually for a litigator, Geoff acts as a trustee, which gives him a first-hand view of the issues facing trusts and trustees.


Geoff Kertesz
Geoff Kertesz Partner
Stewarts
Laurence Morgan
Partner
Boodle Hatfield

Laurence advises on all areas of tax, trust and estate planning for individuals, trustees and family offices, with a particular focus on complex cross-border tax advice. A significant number of his clients have connections with the US or Spain.

He regularly advises on pre-arrival planning for individuals moving to the UK, as well as on asset holding structures for international families with members resident in multiple jurisdictions. This often involves working with advisors in other jurisdictions to provide his clients with coordinated advice.

Laurence has particular experience in advising on matters with a US connection and he regularly advises US citizens who are resident in the UK or otherwise have connections with the UK on US/UK cross-border matters.

Laurence also speaks fluent Spanish and before becoming a partner Laurence spent six months in Barcelona on secondment to the tax group of a leading Spanish law firm. There he worked alongside Spanish advisors and gained an understanding of Spanish tax and estate planning that assists him in advising on cross-border matters involving the UK and Spain.


Laurence Morgan
Laurence Morgan Partner
Boodle Hatfield
Alfie Turner
Senior Tax Adviser
Baker McKenzie

Alfie is a senior tax adviser in Baker McKenzie's Wealth Management Practice in London. He trained and qualified at PricewaterhouseCoopers LLP before leaving as a senior manager to join Baker McKenzie in 2022.

Alfie advises international and domestic individuals, international families, trustees and family offices, and family business owners. Alfie has a wealth of experience advising on tax matters, including estate and succession planning and asset protection structuring, contentious tax matters and high-value tax authority investigations, pre-UK arrival planning for individuals and families, UK residence and domicile advice including the resident non-domiciled regime, clean capital structuring and remittance basis optimisation, and the taxation of carried interest in the UK.


Alfie Turner
Alfie Turner Senior Tax Adviser
Baker McKenzie
Fiona Poole
Partner
Maurice Turnor Gardner

Fiona specialises in complex estate and succession planning for her clients’ personal and business assets in multiple jurisdictions and international trust issues for high net worth individuals. In addition to being a private client lawyer, Fiona is dual qualified as a Chartered Tax Adviser.  

Fiona has an in-depth understanding of the personal tax needs of her clients. She has a great deal of experience in working with families with complex asset-holding structures and diverse tax profiles.  Her expertise includes succession strategies for global assets, assisting families with inter-generational discussions and the composition of family constitutions, residence and domicile issues, estate planning for both UK and international entrepreneurs, UK taxation of non-UK trusts, their settlors and beneficiaries, tax efficient structuring of UK property transactions, pre-immigration tax planning, English Wills and Lasting Powers of Attorney. Fiona also advises clients on managing tax disputes and communications with HMRC.”


Fiona Poole
Fiona Poole Partner
Maurice Turnor Gardner
Kelly Greig
Partner
Blick Rothenberg

Kelly Greig
Kelly Greig Partner
Blick Rothenberg
Kelly Watson
Client Services Director
Accuro

I am a Client Services Director in the Jersey office.  Having qualified as a non-practising Barrister and Solicitor of England and Wales I spent five years in private practice in both England and Jersey.

Thereafter I moved into the offshore finance industry in 2009, completing the STEP diploma in International Offshore Administration.  My legal background enables me to specialise in the administration of contentious, complex and / or distressed offshore structures, in particular those involved in litigation or under criminal or tax investigation. 


Kelly Watson
Kelly Watson Client Services Director
Accuro
Jeremy Robertson
Partner
Forsters

Noted as ‘excellent, extremely approachable, knowledgeable and, importantly, likeable,’ in Legal 500 2024, Jeremy is a Partner in the Private Client team where he has extensive experience of advising both UK and international clients on all aspects of personal taxation, succession planning, and family governance. He works closely with UK entrepreneurs, business owners, executives and their families on capital taxation, corporate and trust structuring, as well as advising on the development and implementation of estate plans for both UK and non-UK resident individuals.

Jeremy is determined to provide clients with clear and concise advice, ensuring that their objectives are achieved in a tax efficient manner.

He has particular expertise in the structuring options and tax implications for purchasing UK property. He regularly advises on UK and offshore tax planning, including the tax treatment of excluded property trusts and trust administration.

Jeremy also focuses on family office work, including supporting existing family offices and working with clients to develop and establish family offices. He also specialises in providing family governance advice to both UK and international clients, notably establishing private trust company structures and working with families to prepare family charters and other governance documents.

Jeremy has co-led the firm’s Community and Charity Committee since 2022, alongside his co-lead Michael Armstrong, and the other members of the Committee to drive community and fundraising initiatives.


Jeremy Robertson
Jeremy Robertson Partner
Forsters
Jennifer Springett
Head of Wealth Planning UK
Lombard Odier

Jennifer Springett
Jennifer Springett Head of Wealth Planning UK
Lombard Odier
Sean Bannister
Partner, Head of Tax
Edwin Coe

Sean is Head of the Tax practice at Edwin Coe.

Sean acts for high-net and ultra-high-net worth individuals and families and those that advise them (financial service providers and corporate service provider/trustees).

Principally acting for clients with assets and business interests globally, Sean is well versed on multi-jurisdictional issues and has a wealth of experience advising those who are seeking to ensure their tax affairs are administered in a framework that is both effective and compliant. A particular strength is advising non-domiciled clients as to how best to navigate the UK tax landscape and maximise their position, as well as assisting non-UK residents who are looking to acquire business or property interests in the UK and structure their arrangements effectively. Sean has also advised a number of non-UK trustees/directors as to their UK tax position and the impact of several significant legislative changes in the most recent years.

Sean has assisted a significant number of clients (both individuals and companies) who have had Serious Fraud enquiries and/or have sought to make disclosures to HMRC under one of the available disclosure facilities. In addition, Sean is presently undertaking a significant number of client assignments concerned with the significant recent changes to the overseas trust regime.

By combining his practical experience in relation to disputes work and the knowledge base developed as a result of his advisory work, Sean is able to provide an unparalleled service to his clients. With the ability to communicate complex concepts, Sean ensures his clients are well informed and are able to make the right decisions for their affairs.


Sean Bannister
Sean Bannister Partner, Head of Tax
Edwin Coe
Hugh Gunson
Partner
Charles Russell Speechlys

Hugh specialises in tax disputes and investigations. His clients include internationally mobile high net worth clients and other private individuals, family businesses, trustees, entrepreneurs and corporates, both small and large. His practice covers the full range of UK taxes, both direct and indirect; including income tax, CGT, inheritance tax, SDLT, corporation tax and VAT.

Hugh has experience of litigating tax cases at all levels, from the specialist tax tribunals through to the Court of Appeal and the Supreme Court. A significant element of Hugh’s practice involves remedying unsuccessful planning (often involving complex trust arrangements), including by way of claims for mistake and rectification in both the UK and offshore jurisdictions. He also acts on tax-related professional negligence disputes and other trust and commercial disputes with a tax angle.

Hugh has been recognised as a 'Rising Leader' in Legal Week’s Private Client Global Elite 2022.


Hugh Gunson
Hugh Gunson Partner
Charles Russell Speechlys
Kevin Hubbard
Deputy Director of Wealthy
HMRC

During his HMRC career, Kevin has undertaken a range of technical, operational and compliance roles as well as programme management within HR and HMRC Communications. Kevin has managed relationships with some of the UK’s largest businesses, headed-up HMRC’s Incentives and Relief compliance operations and led technical and tactical teams in a range of personal tax environments. Kevin became the Deputy Director of Wealthy in September 2022.


Kevin Hubbard
Kevin Hubbard Deputy Director of Wealthy
HMRC
Charlie Tee
Partner
Withers

Charlie is a partner in the private client and tax team.

He focuses on UK and international tax and trust issues for both UK domiciled and non-domiciled individuals, as well as advising on wills and succession planning. Charlie was listed in The Lawyer’s Hot 100 dealmakers list for 2018.

He advises a number of family offices and international families as to their ongoing affairs and international trust structures, including private trust company structures.

He also works closely with a number of business families advising on existing structures set up for the management and governance of the family business, its interaction with family trusts and associated estate planning measures.

Charlie advises charities and private clients on tax issues in probate and trust disputes and assists with trust issues involved in international trust litigation.

Charlie assisted Sir Gerry Robinson as the Wills Advisor on the six-part BBC series, ‘Can’t take it with you’, which ran from January to March 2011.


Charlie Tee
Charlie Tee Partner
Withers
Peter Goddard
Principal
IMG Trust

Peter has dedicated his career to delivering exceptional trust and administration services, building lasting partnerships with high-net-worth individuals, their families, and advisors worldwide.

With over 30 years of experience, Peter specialises in complex trust litigation, asset recovery, and transforming underperforming trusts. His expertise also spans the development of philanthropic initiatives and managing significant business assets held within trust structures. As a former barrister with an extensive background in private and commercial trusts, Peter’s career has been built on his vast knowledge of the international trust sector.

Prior to establishing IMG in 2022, Peter was head of private client services with the Maples Group in the Cayman Islands, an executive director of Forbes Hare Trust Company in the Cayman Islands, and a partner in the Private Client Group of McGuireWoods LLP in London. Before that, Peter held the position of Managing Director of ATC Trust Group's offices in the British Virgin Islands, the Cayman Islands and Hong Kong, as well as being a group shareholder.

A Lexology Client Choice winner in the “Private Client Trust & Advisory Services” category in the Cayman Islands, Peter is listed in the Citywealth ‘Top 75 Trustees’ 2024 and ranked in the Chambers High Net Worth Guide. He is also a member of the Society of Trusts and Estate Practitioners (STEP).

Prior to establishing IMG, Peter was head of private client services with the Maples Group in the Cayman Islands, an executive director of Forbes Hare Trust Company in the Cayman Islands and a partner in the Private Client Group of McGuireWoods LLP in London. Prior to that, Peter held the position of Managing Director of ATC Trust Group's offices in the British Virgin Islands, the Cayman Islands and Hong Kong, as well as being a shareholder of the group.


Peter Goddard
Peter Goddard Principal
IMG Trust
David Barker
Senior Wealth Planner
Lombard Odier

David Barker is a Senior Wealth Planner at Lombard Odier, specialising in investment structuring, wealth and estate planning for UK and international individuals and families with a UK connection.

 

Before joining Lombard Odier in 2023, David spent much of his career at Rawlinson & Hunter in London where he was a private client tax partner for 21 years, fulfilling at different times the roles of head of tax, managing partner and liaison partner for the Firm’s offices in Switzerland. His experience covers a wide range of private clients, including many non-domiciled individuals, UK-based entrepreneurs, their families and their wealth holding structures. He is a Chartered Tax Adviser and full member of STEP.


David Barker
David Barker Senior Wealth Planner
Lombard Odier
Suzanne Reisman
Principal
Law Offices of Suzanne M. Reisman

Suzanne is a US/international private client and philanthropy lawyer based in London. She is admitted to practice law in the State of New York. She is a member of the Society of Trusts and Estates Practitioners, the International Bar Association, the New York State Bar Association, the American Bar Association, Philanthropy Impact and the Council on Foundations.


Suzanne Reisman
Suzanne Reisman Principal
Law Offices of Suzanne M. Reisman
Ravi Francis
Partner
Mills & Reeve

Ravi is a private client/tax lawyer acting for a mixture of UK-based and international high/ultra-high net worth clients. His clients include wealthy families and their advisers, owner-managers of family businesses, professional fiduciaries and financial institutions.

Ravi advises on a broad range of subjects, which tend to centre around UK tax law and the law governing trusts and other wealth-holding structures.


Ravi Francis
Ravi Francis Partner
Mills & Reeve
Alasdair Wilson
Managing Associate
Harbottle & Lewis

Alasdair Wilson advises individuals, families and fiduciaries based in the UK and overseas in relation to all matters of international personal taxation, wealth structuring, global compliance and cross-border estate planning. This includes tax and legal issues related to moving between countries, protecting ownership of assets, ensuring tax efficiency in multiple jurisdictions and formulating plans for succession.

Alasdair has a particular interest in the structuring, governance and taxation of family businesses and personal enterprises. He often oversees the legal and tax strategy for the management of private capital by wealth generators or custodians across jurisdictions. This generally involves detailed analysis of trust and company structures established outside the UK.


Alasdair Wilson
Alasdair Wilson Managing Associate
Harbottle & Lewis
Emily Osborne
Partner
Stephenson Harwood

Emily provides international private wealth and tax advice to families and trustees of family trusts on a variety of issues. Her areas of expertise include establishing wealth preservation structures such as offshore trusts, foundations and companies, family governance and business succession planning, the reporting of beneficial ownership under the various global initiatives and structuring the acquisition and ownership of UK residential property.

Emily also works closely with families on their philanthropic objectives, including advising on establishment, administration and governance of UK charities and other not-for-profit organisations, as well as advising on charity and UK tax implications of proposed donations and helping to set, monitor and implement philanthropic initiatives.

Much of Emily's work has a cross border element and she has a particular focus on the Middle East, often advising on the use of local structures to hold regional assets, alongside any international structures.


Emily Osborne
Emily Osborne Partner
Stephenson Harwood
Brígida Galbete
Counsel
Cuatrecasas Barcelona

Brígida Galbete was assigned to the Shanghai office until 2014, where she advised on international taxation, divestments and financial transactions.

She is a member of the Cuatrecasas Asian Desk, handling in inbound and outbound investment projects in the main Asian markets, including China, India, Japan, Korea and Singapore, and the Asia-Pacific region, including Australia.

She is a member of the financing and taxation working group of the European Union Chamber of Commerce in China and of the legal working group of the Spanish Chamber of Commerce.

In Spain, she has taught seminars in the Master in Business Administration at the EAE Business School and in the Master in Legal, Economic and Socio-political Studies of Business Relationships with China at Universidad Católica de València. In China, she taught several seminars organized by these two institutions for entrepreneurs and legal practitioners. She also lectured in the summer courses organized by the School of Law of the Shanghai University of Finance and Economics


Brígida Galbete
Brígida Galbete Counsel
Cuatrecasas Barcelona
Nicola Pomfret
Partner
Farrer & Co

Clients come to Nicola from around the world looking to simplify their complex affairs and understand how to structure their wealth in a way that works with their day-to-day lives. She also advises international and UK-based individuals on wills and estate planning.

Nicola's core expertise relates to the restructuring of trusts, including assisting clients to weigh up the advantages and disadvantages of various jurisdictions, how to simplify and amend structures to reflect modern practices and other concerns personal to the individual client. Nicola also advises on the particular powers and restrictions contained in the trust deeds and governing documents for these structures.

Given that Nicola advises regularly on restructuring international trusts, she also advises trustees and individuals on the UK taxation of those structures, including the taxation of distributions in the hands of UK resident individuals. She also advises on clean capital planning and the remittance basis of taxation.

In today’s small world, many people have assets in multiple jurisdictions. Nicola advises these clients on how to put together a plan for their families to inherit their assets, taking into account the different approaches to probate, tax and devolution of the estate in the relevant jurisdictions. This can include where forced heirship and matrimonial property regimes are in play.

The majority of Nicola’s clients are UK resident non-domiciliaries or resident outside the UK. In addition she has particular experience advising UK-based families in business and other individuals on wills and estate planning issues.

Clients come to Nicola for her approachable style and ability to look at the bigger picture. She works with her colleagues from across the firm to deliver a personalised service for clients.

Nicola qualified as a solicitor in 2011.


Nicola Pomfret
Nicola Pomfret Partner
Farrer & Co

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