Sophie Voelcker's Case Studies

Tax, trust and succession advice to cross-border family

We work with a prominent international family with significant UK trust interests invested through an open-ended investment company (OEIC) and in UK and foreign property.

We act for three generations of the family on all aspects of private client advice covering extensive succession planning, trust administration and UK tax advice for the family members, trustees and beneficiaries, to include coordinating all foreign legal and tax advice for the family members who are resident outside the UK.

We recently established a new LLP to hold the large family estate in the UK run as a profitable business in order to preserve inheritance tax reliefs.  We also created a new development company to carry out additional work to the estate to add significant value to the family’s portfolio and arranged three competitive commercial loans for the LLP and trustees in order to refinance the existing structure and provide further working capital to invest in the estate.

Recommended in the Legal 500 2019 editorial with the comment: “very strong and capable of handling delicate matters for demanding UHNW clients”.

Sophie Voelcker


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