Aimee Mitchell's Case Studies

International wealth structuring and estate planning

We act as the lead adviser for a non-UK resident, non-UK domiciled individual in respect of her international wealth structuring and estate planning matters. We were initially instructed two years ago to conduct a review of her existing offshore trusts and UK property holdings but this has broadened significantly. We now act as a trustee of a trust holding a substantial UK estate (in respect of which we also act as a director of the management company).

This includes advising the client on complex internal issues such as de-enveloping UK property, advising on suitable holding structures for art and antique collections, advising on estate planning and succession issues (involving extremely complex and difficult family dynamics), and advising on UK pre-arrival planning issues.

We coordinate multiple advisers across many different jurisdictions and specialisms to deliver effective and robust solutions for the client.

Aimee provides very comprehensive advice, she is conscientious and also very personable to deal with.

Aimee Mitchell


Related Case Studies