The ever increasing burden of tax compliance is felt by the wealthy, intermediaries and their professional advisers alike. With the proliferation of tax changes targeting the international and wealthy, new civil and criminal penalty regimes, and intrusive revenue powers, it has never been more important to have access to tax advisers with deep experience of handling both advisory and contentious matters.

Our team of market-leading tax professionals, which includes a serving UK tax judge, has the skills and credentials needed to help clients navigate through the thicket of tax laws. Among other things, we advise on estate planning and management, international relocations, and business/investment start-ups and exits, to ensure client's tax objectives are achieved. As well as ensuring things go right, we help clients who come to us after things have gone wrong: finding novel solutions to "fix" broken structures; helping them to handle tax enquires and investigations; and resolving disputes (civil and criminal) with tax authorities.

We advise ultra-high net worth individuals, family offices, private banks, trustees, and professional advisers.

As essential as creating the right wealth structure for a family is safeguarding to ensure it remains effective – we advise trustees and families on all trusts and tax aspects of the on-going management of trusts and foundations to ensure existing structures remain appropriate to fulfil the family's needs, as those needs, the family's circumstances and the tax and regulatory environment change. The team has particular experience of dealing with and advising on trusts structures which hold shares in large corporates (listed and non-listed), we also help set up structures for cross-border and cross-generational purposes.

Our team has extensive experience in acting for all parties in litigation about structures (e.g. trustees, settlors, beneficiaries, protectors/appointors, creditors etc.). We also assist parties to negotiate division of trust funds where relationships between parties have broken down, but have no desire to litigate.

Recent mandates include advising the chairman of a listed company who is also a protector and beneficiary of a trust fund which holds over 30% of the shares in a listed company; a protector and beneficiary of an offshore trust which owns a large private garment and property business and advising the settlor of three offshore trusts which hold over 50% of the shares in a listed company.

It is unfortunately not uncommon that the passing of a loved one can lead to old family tensions coming to the surface.  We have extensive experience of advising on these situations, both proactively to avoid conflict and dealing with conflict that has arisen. Our experience encompasses high value, complex and cross border estates.

We regularly deal with estates affected by forced heirship regimes (both secular and religious).  As well as advising on succession planning, common issues which we encounter are mental capacity, undue influence and want of knowledge and approval.

Our global team of charity law advisors acts for a wide range of national and international charities, NGOs, foundations, social enterprises and major donors, including multinational corporates, public bodies and international organizations.

We provide a full service offering that spans all practice areas - from data protection, intellectual policy and pensions, to trusts, real estate and employment. Our work often involves an international dimension and we frequently deal with complex cross-border issues, including taxation.

We are regularly instructed to advise local and international charities and foundations on issues relating to structure, governance and charitable trading, as well as those relating to grant-making, social investment and fundraising. We also frequently advise charities on their third party agreements and provide disputes and reputation management advice. This includes representing numerous high-profile charities in public interest interventions in judicial review cases.

Trustees and corporate service providers (TCSPs) operate in an increasingly regulated environment.  They are subject to both specific and general regulation/oversight from government authorities.  We, in conjunction with our trusted regulatory teams, have extensive experience advising TCSPs on licensing, regulatory issues arising from assets held by trustees (e.g. Bitcoin and other digital tokens), the interplay between different regimes in different jurisdictions, data privacy (including GDPR) and other regulatory and compliance matters.

Medical advances and standard of living improvements have led to marked increases in life expectancy across the world.  However, mental capacity issues are also becoming increasingly common as wealthy patriarchs and matriarchs age.  We work with those individuals, their court appointed representatives, trustees and family offices to tackle these issues and react appropriately where wrongdoing has occurred e.g. asset recovery actions.

To help you achieve your best results, we combine our deep global sectoral experience with local market understanding. Complementary capabilities include:

  • Trust and private client disputes
  • Corporate advisory
  • Tax disputes and investigations
  • Real estate
  • Funds and asset management
  • Reputation management
  • Asset tracing and fraud
  • Regulatory
  • Corporate Crime and Investigations
  • ESG, Sustainability and Responsible Business

Experience

A beneficiary of a multi-billion dollar offshore trust

Advising the beneficiary of a multi-billion dollar offshore trust in relation to ongoing disputes with the trustee and other beneficiaries

A charity founder

Advised a charity founder on the setting up of an English registered charity including assessing the founder's charitable aims and the charity's interaction with (and impact on) other aspects of the international tax structuring. Also advising on donation agreements. The charity takes the form of a Charitable Incorporated Organisation.

An ultra-high-net-worth individual

Advising an ultra-high net worth individual as the beneficiary of a multi-billion dollar Cayman Islands trust in relation to ongoing disputes with the trustee and other beneficiaries. The underlying assets are shares in operating and property holding companies in Hong Kong, China and US

A Mainland Chinese/Australian family

Advising on a Hong Kong structure to hold, manage and operate business interests in Asia, predominantly facing the domestic China market

An ultra-high-net-worth individual

Suing HMRC for breach of contract in connection with the issue of assessments for over £1bn of tax and interest

The chairman of a listed company

Advising the chairman of a listed company who is also a protector and beneficiary of a trust fund which holds over 30% of the shares in a listed company in relation to litigation brought against both him and the trustee.  The trust assets are estimated to be worth US$1 billion and the case raises a number of complex issues, including allegations of undue influence

Key contacts

Richard Norridge photo

Richard Norridge

Partner, Head of Private Wealth and Charities, UK and EMEA, London

Tjahjadi Bunjamin photo

Tjahjadi Bunjamin

Managing Partner, Hiswara Bunjamin & Tandjung, Jakarta

Gitta Satryani photo

Gitta Satryani

Managing Partner, Singapore Office, Singapore