I have over 30 years’ experience of working in the financial services sector, initially as a Magic Circle banking lawyer before transferring my skills to hold a number of key senior roles for several global investment banks.
I am a motivational and adaptable Finance and Operations specialist with vast experience managing complex operations, optimising working capital, and leading large-scale projects and initiatives across global market-leading financial institutions. I have a strong entrepreneurial mindset and particular expertise in...
I have built a strong team and we all share the vision that wealthy families need a broader service than is often provided by the traditional law firm model.
I specialise in advising clients on all aspects of trust and estate tax compliance, accounting and administration.
I focus broadly on UK tax planning, and I have experience in succession and wealth planning for landed estates and individuals.
My aim is to help my clients organise their affairs in an appropriate and tax-efficient way, which is suitable for them in their particular circumstances, and that they understand the implications of any arrangements that they put in place.
I work primarily with UK based individuals and families to protect their wealth from a number of threats.
My clients include very wealthy multi-national families, entrepreneurs and highly sophisticated investors from investment banking and hedge fund backgrounds.
I have worked in the private client field, including trust management, trust and personal tax compliance, for over 25 years.
As a private client lawyer, qualified in 2000, I provide legal expertise in all areas of private client work, including tax, trusts and estates, succession planning and wills.
I bring to the new role of Director of Family Office, over two decades of legal experience, cross-cultural agility and broad exposure to transactional, regulatory and litigation work.
I have over 30 years’ experience of working in the financial services sector, initially as a Magic Circle banking lawyer before transferring my skills to hold a number of key senior roles for several global investment banks.
I was with Citi for over 17 years. The global banking group services a wide range of clients including HNW and UHNW private individuals, families and business entities. My roles included EMEA Chief Administration Officer for Global Markets and the UK Bank Head for Citi’s European Bank.
I have extensive industry knowledge with executive committee and board level experience, both domestic and international. I am experienced in designing and executing large-scale complex regulatory and transformational change programmes and have significant expertise in establishing governance, control and oversight frameworks and in delivering efficiencies through business restructuring and strategic technology solutions.
My role as CEO at New Quadrant is to drive and shape the business to meet the changing needs of our established, but also future, clients.
The focus is to oversee the further development of our Family Office position, designed to complement our long-established legal and tax advisory, and trust administration services, whilst continuing with the firm’s founding aims to have a more innovative and personal approach to servicing the needs of today’s wealthy families.
I am a motivational and adaptable Finance and Operations specialist with vast experience managing complex operations, optimising working capital, and leading large-scale projects and initiatives across global market-leading financial institutions. I have a strong entrepreneurial mindset and particular expertise in transformation, financial management, risk management and third-party management.
Throughout my career, I have developed an expert knowledge of commercial transformation and have maintained an adept faculty for developing/deploying operational, revenue and capital improvement strategies. Moreover, I am highly proficient in developing beneficial relationships with stakeholders at all levels and have in-depth experience with all the differing aspects of large-scale management, including budgeting, people-management, resource management, also training and development. I consider a real strength to be assessing existing works, processes and embedding best practice. In so doing, I have been successful in improving operational and financial efficiencies across multiple businesses. I also value developing teams that take care and pride in their work and strongly believe in acknowledging the contributions made by individuals within a team. My personal maxim is to strive for excellence, and I strongly believe in leading by example.
I have spent the past 30 years of my career advising HNW and UHNW families on the best way to preserve their wealth and the transition through the generations. I spent the first four years working as a private client stockbroker and after requalifying as a lawyer I have spent the rest of my career in commercial and leading private client firms.
I have built a strong team and we all share the vision that wealthy families need a broader service than is often provided by the traditional law firm model. We aim to fulfil the role of trusted advisor to the families that we work with, providing guidance on all their legal and wealth management needs and sourcing the best team to achieve success.
The families I work with come from varied backgrounds: large landed estates, business entrepreneurs, and sophisticated investors such as hedge fund managers and private equity principals. Whilst the backgrounds of these clients differ, their objectives are often similar – they are seeking ways to maintain and manage family wealth through multiple generations.
New clients principally contact me for advice on the most tax efficient way to structure their assets, but our approach is more holistic than pure structuring. We set out a family strategy and work with clients to implement this.
Many of my clients are not originally from the UK and have assets and interests all over the world. We are very well connected and we work with other professionals both in the UK and abroad to meet your needs. Whatever the client requirement may be, our selection is always truly independent.
I have been consistently recognised by Citywealth as one of the Top 20 Women in Private Wealth Management, one of the Top 20 Lawyers, a Power Woman and a Leading Lawyer and was winner of the Entrepreneurial Individual of the Year 2016 and runner-up in 2019.
I have also been named in both ePrivateclient’s 50 Most Influential and Legal Week’s Global Elite, for the past five years, am recommended in the Legal 500 and am ranked as a leading individual in the Chambers HNW Guide for Private Wealth Law.
What the directories say:
Sources say: “She is excellent,” and that “she is good at strategic thinking.” Chambers HNW 2020
“Very strong and capable of handling delicate matters for demanding UHNW clients.” Legal 500 2019
“Louise has an incisive intellect, a formidable capacity to analyse, gets straight to the point and can envisage one or several solutions to any problem,” comments one interviewee, praising her further, saying: “She has a real lawyer’s mind coupled with an encyclopaedic knowledge of the law.” Chambers HNW 2019
Stately home and landed estateThis matter involved generational planning and has been crucial to the survivorship of a stately home, which has been in our client’s family for over 10 generations. We took on the estate as a...
Strategic trustee advice to cross-border familyThis matter involves acting for three generations of a prominent international family with significant UK trust interests invested through an open-ended investment company (OEIC), and in UK and foreign property. We provide the family...
Relocation to MaltaThrough our New Quadrant International office, based in Malta, we are able to advise individuals seeking to move to the jurisdiction and take up residence. In the past few years, we have assisted a...
Having worked in the private client sector for over 20 years, I specialise in advising clients on all aspects of trust and estate tax compliance, accounting and administration.
Tax matters are wide ranging. I assist individuals with their personal tax compliance including Capital Gains Tax reporting and inheritance tax planning. I also advise offshore trustees in connection with UK tax compliance. In all scenarios, compliance and reporting duties are fulfilled.
My clients are often large, wealthy, multi-generational families who require assistance with their trusts, family investment companies and family limited partnerships. My team also provides family office services to reduce the administrative burden for families.
I also act for clients who have received compensation awards from an accident or medical negligence claim. In these scenarios, as well as the usual day to day administration of the trust, I can assist with the appointment of suitable investment managers and provide cash flow management, as well as arranging payroll for staff and assisting with milestone events.
Before joining New Quadrant in 2013, I spent eight years at Coutts & Co before moving to Crowe Clark Whitehill as a Trust Manager for five years.
I am a full member of STEP (the Society of Trust and Estate Practitioners) and an affiliate member of ACIE (The Association of Charity Independent Examiners).
Are you ready for Annual Tax on Enveloped Dwellings (ATED) reporting?ATED was introduced with effect from 1 April 2013, and for the reporting period starting 1 April 2018 a return will need to be filed by all “non-natural” persons (eg companies) owning UK residential...
I focus on UK tax planning and I have experience in succession and wealth planning for landed estates and individuals. Alongside the more traditional Wills and trusts advisory work, I am helping to develop our practice in alternative corporate structures for families and individuals.
I do some contentious work, having been seconded to the litigation department of Bird & Bird as part of my training contract. My contentious work involves hearings at the Tribunal for disputes with HMRC and in the Chancery Division for applications under the Variation of Trusts Act 1958. I also work with charities on their set up and the provision of ongoing legal and tax advice.
I read history at the University of Leeds and completed the GDL and LPC at BPP Law School, before joining New Quadrant Partners to train in 2010. I am a member of STEP (the Society of Trust and Estate Practitioners).
I am listed as an expert advisor for Tax, Trust & Estate Planning in the Tatler Address Book, a bespoke hub of private client advisors.
I am listed as a Rising Leader in the Private Client Global Elite Directory 2023 which is a list of the world’s elite lawyers advising UHNW clients nominated by peers.
I am recommended on Spears 500 as a Tax and Trust Advisor.
I was one of the 2020 ePrivateclient Top 35 Under 35.
I advise UK and international individuals, families, trustees and beneficiaries in relation to a wide range of Private Client matters, including establishing, using and all other aspects of UK and offshore trusts and other asset-holding structures, as well as wills and succession planning generally and personal tax planning.
My advice frequently covers residence, domicile and the “remittance basis” of taxation, particularly in the context of my clients’ imminent arrival in the UK, or their departure from it.
My aim is to help my clients organise their affairs in an appropriate and tax-efficient way, which is suitable for them in their particular circumstances, and to help them understand the implications of any arrangements that they have put in place. My work often requires me to liaise with foreign advisers in order to implement a coherent plan which will achieve my clients’ goals both in the UK and elsewhere.
I am a member of the Society of Trust & Estate Practitioners (STEP), having received the STEP President’s Prize for Excellence in 2008 and subsequently a Distinction in STEP’s Advanced Certificate in ‘UK Tax for International Clients’. I have a degree in Classics and Arabic from Queens’ College, Cambridge University.
In recent years, I have been recognised in (as a recommended “Tax & Trust Adviser”), Chambers HNW for Private Wealth Law 2020, Legal 500 for Personal Tax, Trusts and Probate and Citywealth Leaders List.
I have been recognised in a number of legal rankings over recent years, most recently being a “Recommended Tax Lawyer” in the latest Spear’s Tax Index 2022, Best Lawyers since 2023 for Trusts and Personal Tax Law and in the Citywealth Leaders List for “Lawyers, Non-contentious Trusts, Tax, Estate Planning”.
Recent comments about me from clients in these directories include:
“He has the ability to explain complex areas to clients in a way that they will understand.” The adviser continues: “He has the ability to focus on the critical decisions that the clients need to make, and can help them make those decisions.” Chambers HNW 2020
“Paul is highly knowledgeable, efficient, meticulous and thorough.” Chambers HNW 2019
“Able to explain very technical issues in layman’s terms and then suggest solutions to issues. He is very precise, very technical and very charming”. Legal 500 2018
“I’m always impressed by his technical expertise – he’s clearly knowledgeable in his field and the area in which he specialises is one of the more complex areas of private client law. His real skill is being able to explain that in a way that is accessible and easy to understand but at the same time not being patronising,” says a wealth manager, adding: “He has quite a strong empathy with both clients and other advisers, that’s something that sets him apart. His knowledge and technical abilities are exceptional.” Chambers HNW 2018
“Impressive and competent” and “he really knows his stuff and he cares about his clients”. Legal 500 2017
“In addition to his technical prowess, Paul is adept at explaining legal topics in a manner that can be readily understood, by both clients and other practitioners.” Citywealth Leaders List 2018
I have worked on a variety of private client matters over the past 25 years. I work primarily with UK based individuals and families to protect their wealth from a number of threats.
I often advise on the most efficient way to structure assets to reduce the burden of taxation and, in particular, to take advantage of capital taxation reliefs for owners of farms, landed estates and businesses.
Ideally, this type of planning is best done during lifetime but I head the probate team at New Quadrant Partners and often have to advise on the best way to administer and reorganise an estate efficiently. This work also includes dealing with assets located in jurisdictions outside the UK.
In addition to the impact of taxation, I also advise on the best way to involve children and grandchildren in family businesses and assist with succession arrangements to these businesses whether by inheritance or a business sale.
I hold a Diploma in Financial Planning so that I can work with other advisors to make the best use of financial products, although the advice will always need to be given by a fully regulated professional.
I am a member of STEP (the Society of Trust and Estate Practitioners) and Solicitors for the Elderly, and increasingly find myself advising on issues relating to mental capacity.
Administration of complex estate across jurisdictionsThis matter dealt with the administration of an estate of a client for whom the firm had acted as attorney for many years. During her lifetime, we had assisted with an application for a...
I concentrate on tax and structuring advice for international individuals and families. My clients include very wealthy multi-national families, entrepreneurs and highly sophisticated investors from investment banking and hedge fund backgrounds. Many of my clients are non-UK domiciled and are not resident in the UK. I advise on their UK tax status both on departure and coming to the UK as well as on the structuring of their worldwide assets efficiently and to provide a workable method of holding their wealth for future generations. I also act for offshore trustees and private banks providing tax and trust advice on structures managed and administered by them.
I originally worked as a secondary school teacher in inner London for six years before requalifying as a solicitor over 20 years ago. Initially, I practised in corporate finance in the City before moving into private client work. I spent over nine years in the tax and private capital department of Lawrence Graham, being promoted to partner in 2003. I was also a partner in the private client department of Boodle Hatfield (2008 – 2011).
I am a Chartered Tax Adviser (CTA), passing the ATII in 1997. I have been listed as a Leading Lawyer, a Power Women, and in the Honours Lists in the Citywealth Leaders Lists.
I have worked in the private client field, including trust management, trust and personal tax compliance, for over 25 years. I act for a variety of clients, specialising in onshore relationships for family trusts and personal injury trusts. I have acted for some families for in excess of 25 years and in some cases I am now dealing with the third generation of the family.
As Trust Director, I oversee the trust management team at New Quadrant Partners, managing a large number of trusts, including all accounting, tax reporting and the day-to-day administration duties.
During the many years I have looked after private clients, I have developed an extensive knowledge of how to support and nurture private individuals especially those who have set up personal injury trusts after the award of a compensation payment. This includes cash profiling, assistance with managing monthly budgets, liaising with investment professionals, monitoring investment performance and completing trust and personal tax returns.
I also provide support to families who set up trusts to plan for the future to maintain the value of the family assets within a trust structure (particularly estates and businesses), so that future generations can be supported through education, helped with the purchase of property, and for the good of the family as a whole.
My primary aim is to build solid long-term relationships with my clients and help them and their families by providing them with an efficient, supportive and professional service.
I act for high net worth UK resident and domiciled clients, often with cross-border elements, providing solutions for their succession planning and wealth preservation, which includes assets in multiple jurisdictions. Where family assets are concerned, I also support the next generation. My practical solutions have resulted in numerous long-term relationships with clients, many of which are multigenerational.
I also advise individuals who have unfortunately suffered a catastrophic injury by advising on and setting up personal injury trusts. As a director of the firm’s trust corporation, I work closely with the administration team and with investment managers to support the client.
I am also involved in Court of Protection (COP) work, to include appointing a deputy, acting as a professional deputy and making general COP applications such as for statutory wills/codicils and gifts.
I prepare witness statements and act as an expert for high value personal injury and clinical negligence claims.
Given their rise in popularity, I increasingly provide guidance on the devolution of digital property rights and interests.
I am a member of the Society of Trust and Estate Practitioners and a full accredited member of Solicitors for the Elderly (SFE).
I have been named in eprivateclient’s “Top 35 under 35” in 2011 and 2012 and received a distinction in STEP’s Advanced Certificate in Cross-Border Estates.
I joined New Quadrant in November 2022, an exciting time in the firm’s development as it continues to pivot its focus to become established as a leading independent trust, fiduciary and family office services provider.
I bring to the new role of Director of Family Office, over two decades of legal experience, cross-cultural agility and broad exposure to transactional, regulatory and litigation work. On a day-to-day basis, I support both the legal and the trust teams, providing an alignment or bridge in term of how we advise our clients and develop the family office services we can offer.
I trained at Eversheds and amassed a wealth of offshore exposure with roles at Carey Olsen, Sinels, Hawksford International and Babbé LLP; advising corporate trustees, banks, UHNW individuals and family offices.
Immediately prior to joining New Quadrant, I spent almost six years with the private family office of Mr SP Hinduja, handling and advising upon a diverse mix of UK and international matters, enabling me to understand commercial drivers, the evolving regulatory landscape and the delicate balance between maximising opportunities and protecting interests.
I am a member of STEP (the Society of Trust and Estate Practitioners) and sit on the STEP Disciplinary Panel; I am also a member of The International Association of Privacy Professionals (IAPP) and the Association of Women Solicitors (AWS)
Outside of work, I support the strategic direction of Aston Mansfield Charitable Trust, building community wealth, diversity and inclusion initiatives, as well as spending time at my local rowing club.
I joined New Quadrant Partners in September 2018 bringing with me over 20 years’ trust management experience primarily with leading private banks, which include Coutts and RBS, but also accounting firms. I have specialised in working with trust corporations and individual clients on their trusts and probate work.
As a senior trust manager, I work with clients on the management of their trusts, ensuring that annual tax returns and accounts are completed and dealing with any administration requirements. I advise on inheritance tax reporting for UK trusts, and also advise on inheritance tax treatment of offshore trusts following recent legislation changes which have brought many offshore trusts into the UK inheritance tax regime, and deal with the preparation of any inheritance tax returns. In addition to trust work, I look after a number of personal tax clients, and also deal with probate and the administration of estates.
I have a BSc in Physics from the University of Bristol. I am a member of STEP (the Society of Trust and Estate Practitioners).
We congratulate Louise Stoten and Flora Hussey for, once again, being selected for the Private Client Global Elite Directory.READ MORE
The 2023 Spear's Tax & Trust Indices has just been published we are delighted that partner Paul Davidoff is once again featured as a “Recommended” Lawyer for Tax.READ MORE
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New Quadrant Partners Limited is a company incorporated in England and Wales, Company No. 07179875. We use the word "Partner" to refer to a Shareholder or Director of the Company, or an employee or consultant who is a lawyer with equivalent standing and qualifications. A list of the Directors, together with a list of those persons who are designated as Partners, is open to inspection at the company's registered office: 25 Bury Street, St James's, London, SW1Y 6AL.