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Megha Ramani's Case Studies

Family investment company

This matter involved advising a UK resident private equity principal on structuring a UK private limited company as an investment vehicle for personal wealth. The advice involved:

  • Appropriate capitalisation options
  • Tax-efficient income extraction
  • Bespoke provisions in the company’s articles for protections from an Inheritance Tax ‘gift with reservation of benefit’ charge

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Wealth investment structures

This matter involved advising a UK resident, UK domiciled recipient of a significant legacy who was intending to relocate to the US in the near future on suitable investment structures....

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US-UK cross-border estate planning

This matter involved advising a UK domiciled individual married to a US citizen on an estate plan that was US and UK law compliant. Working in conjunction with US counsel,...

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