Stephanie is an Associate Director and heads up the Southampton Private Client team.
Eugenia is a private client tax director based in our London Farringdon Street office. She advises high and ultra high net worth clients with complex international aspects to their financial affairs.
03 September 2018
We have now had a year to absorb the effects of the new ‘protected trust’ rules for offshore trusts, and to reflect on their implications for trustees and beneficiaries alike.
15 June 2018
HMRC announced its offshore evasion strategy, the aptly named ‘no safe havens’, back in 2013 and since then it has been making this policy a reality. We are now ready to see its full force taking effect.
Liz is based in the Private Client Tax team. She specialises in trust and estate work and regularly advises multi-generational families on their private client tax affairs and accounting matters.
04 April 2018
With proposed offshore trust tax anti-avoidance rules due to apply from 6 April 2018 there is a limited window of opportunity to act.
Sophie heads the private client legal services offering at RSM. She deals with a wide range of legal issues relating to private clients with a particular focus on advising high net worth individuals, non-domiciled individuals and offshore trustees.
Chris is a private client partner in our Leeds office with a wealth of experience in advising individuals, their families and trusts. He has particular expertise of working with entrepreneurs and management teams; ensuring advice for the business also works for the individuals involved in it.
04 July 2017
Action is needed by trusts to comply with a new requirement for a beneficial ownership register for trusts operated by HMRC. New trusts within the scope will need to register by 5 October 2017 and information on existing trusts must be provided by 31 January 2018.
Paul has specialised in private client taxation for more than 20 years. Many of his clients have links to the countryside.