Examples of Private Client and Tax Work
Work our specialist private client department has dealt with has included:
Last updated: 11-mar-08

Private Client

  1. Purchase of French Property with the potential of an onward sale with no capital gains tax.
  2. Dealing with probate matter where deceased's owned land in France at the date of his death
  3. Advising on and arranging the settling of offshore company shares in two BVI trusts for the benefit of children and grandchildren of the non-resident and non-domiciled settlor
  4. High Value Probate Matters

Tax

  1. Inheritance tax advice linked with will planning and trusts for several new clients.
  2. Advised on tax position in both France and UK in purchase of a French hotel using a SIPP (Self Invested Pension Plan). Possibly first English law firm to deal with such a structure in France.
  3. Advised new clients on offshore trust structures involving creation of excluded settlements.
  4. We were asked to act alongside leading quoted company of Independent Financial Advisers in structuring UK pension arrangements for minimising French income tax on a UK resident retiring to France.
  5. Advised non UK domiciled UK resident investor on exemptions from UK income tax on non remitted rental income from French appartment.
  6. Acted with Spanish tax firm in advising UK client resident in Spain on Spanish CGT on disposal of a UK residential portfolio.
  7. Dealt with numerous sale and leaseback transactions in Paris, Alps and Cote d'Azur including detailed negotiation and redrafting of commercial lease back to ensure vacant possession after 9 year leaseback period.
  8. Dealt with several Spanish residential property purchases from developers.
  9. Advised on self build houses in French mountain resorts including the VAT implications.
  10. Advised on VAT on works and the sale of a refurbished property.

 

 
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