Examples of Private Client and Tax Work
| Work our specialist private client department has dealt with has included: |
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Private Client
- Purchase of French Property with the potential of an onward sale with no capital gains tax.
- Dealing with probate matter where deceased's owned land in France at the date of his death
- 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
- High Value Probate Matters
Tax
- Inheritance tax advice linked with will planning and trusts for several new clients.
- 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.
- Advised new clients on offshore trust structures involving creation of excluded settlements.
- 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.
- Advised non UK domiciled UK resident investor on exemptions from UK income tax on non remitted rental income from French appartment.
- Acted with Spanish tax firm in advising UK client resident in Spain on Spanish CGT on disposal of a UK residential portfolio.
- 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.
- Dealt with several Spanish residential property purchases from developers.
- Advised on self build houses in French mountain resorts including the VAT implications.
- Advised on VAT on works and the sale of a refurbished property.