Cross-border family wealth structuring
This matter involved advising a dual national family with assets in both the UK and the EU on suitable structures to achieve multiple objectives including:
- Efficient co-investment vehicle for family wealth spread across the UK and two EU states. The structure needed to take into account the needs of various family members, both adults and minors, and family entities including trusts, pension funds and ISAs, and corporates.
- A review of (a) suitable UK structures for the family and entities to hold and collectively invest in financial markets and a comparison with an EU equivalent, (b) UK and EU equivalent collective investment schemes from a tax, regulatory and administration perspective. This involved a review of portability, given the clients’ long-term intention to leave the UK, and business concerns, (c) advising on the suitability of service providers of investment management, fund administration and financial services advice, and negotiation of services and fees in this area.
- Advising on the clients’ ownership structures for real estate development and businesses operating between the UK and EU states.
Zoe's professionalism and expertise are matched by her approachable manner and pragmatism. Her "hard skills" of deep technical knowledge and ability are delivered with the "soft skills" of a warm, humorous and confident bedside manner.