Sam advises international families, their trustees and advisers on all aspects of personal and trust taxation, succession planning and asset protection.
He specialises in the creation and implementation of tax efficient structures to hold UK situated assets for non-UK resident and multi-resident families, and to hold global assets for UK resident non-UK domiciliaries. He often advises on cross-border tax issues and on trusts with beneficiaries resident in several jurisdictions.
He has particular experience in advising trustees and private banks in the Channel Islands and Switzerland. He also drafts complex Wills and bespoke trusts and advises on powers of attorney, Court of Protection applications and high value estate planning.