Louise StotenFounding Partner
When I founded New Quadrant Partners I wanted to create a team with skills that, together, could service the needs of today's wealthy families.
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 listed as one of the Top 20 Women in Private Wealth Management, one of the Top 20 Lawyers, a Power Woman and a Leading Lawyer in the Citywealth Leaders List 2018. I was nominated for Citywealth’s Lawyer of the Year 2016 and was winner of the Entrepreneurial Individual of the Year 2016.
I have also been named in ePrivateclient’s 50 Most Influential for 2017 and 2018, Legal Week’s Global Elite 2018, and as an Outstanding Individual in Chambers 2017.
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...
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.
I am a founding partner of New Quadrant Partners and, as a private client lawyer of 20 years, I advise on wealth and succession planning and provide UK tax and trust advice to families based both within and outside of the UK. I have particular expertise in dealing with business owning families and those with UK/US connections. Since New Quadrant Partners was set up I have developed our strong UK/US team and entertainment offering.
My approach to wealth and succession planning is to provide a solution that is not only efficient but is workable when taking into account the personalities, resources and skills of the family members and advisors who will be instrumental in running the family enterprises going forward.
I am a trust expert and also advise on the use of companies and partnerships as alternative family wealth and business holding structures. For many of my client families, philanthropy and responsible business practices are an integral part of their planning and in response to this demand, I have been developing the knowledge and contact base to help families with their philanthropic and social goals.
I have been listed as a Leading Lawyer, a Prominent Figure, and Power Woman in the Citywealth Leaders List.
Cross-border family wealth structuringThis 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...
Cross-border philanthropyThis matter involved advising on the clients’ ultimate objective to invest and accumulate funds for philanthropic spending both in the UK and EU. This involved specifically: (a) a review of the UK and an...
Cross-border Inheritance TaxThis matter involved co-ordinating UK and cross-border EU Inheritance Tax advice to determine suitable Wills and testamentary documents across two jurisdictions. This included advising on the double tax treaty between the UK and an...
Moving from US to UKClient X was a US resident, US domiciled individual. He established a revocable trust of which he was the sole trustee and transferred all his assets to it. The intention was to provide a vehicle that...
George has been the solicitor for our family for over 40 years dealing with trust, taxation, property and personal family matters. His expertise has been invaluable and he has been throughout a wise counsellor and valued friend to all of us.
Since qualifying in 1974 I have worked almost exclusively in the field of private client work, with an emphasis on all aspects of trusts, tax planning, Wills and estate management. I have acted for a number of families including several generations, over the years, and have been closely involved in succession planning, wealth and family issues. I believe it is important as a family lawyer to understand the challenges involving succession and individuals, as these are as vital as tax considerations and administrative structures. I also believe in working closely with a family’s other professionals, and visiting clients as often as necessary. I hope to continue to practice for many years to come.
Top quality of knowledge and advice; appropriate response and no waiting times; personal approach and great value for money; Marilyn certainly goes above and beyond and the level of details in her work is beyond excellent - she is extremely smart and has an incredible human approach to the client.
I have specialised in international and UK tax and estate planning, including personal and trust taxation, for over 30 years. I work principally with international individuals and families, and the trustees of their trusts, to help them manage the family wealth. I aim to build long term relationships with clients to enable them to adapt their wealth planning as the family’s circumstances and needs, and the applicable tax rules, evolve.
In particular, I focus on tax and estate planning for non-UK domiciled clients, which involves all aspects of offshore and onshore trusts and Wills, and the remittance basis of taxation.
I also advise increasingly international client families on cross-border tax and legal matters, the mitigation of double taxation, and tax efficient charitable giving.
I apply my trust expertise to trusts used in the commercial as well as the personal context including employee benefit trusts, “disguised remuneration”, and pension schemes.
In my role as a member of the Tax Law Committee of the Law Society, I regularly engage with HMRC on policy and new legislation in the offshore and non-domicile field.
I combine my practice with sitting as a judge of the First Tier Tax Tribunal, which gives me an insight into the operation of the tax system in a practical context.
Residence, domicile and multi-jurisdictional estate planningThis matter involved advising a non-domiciled but UK deemed domiciled individual who moved abroad on: Becoming non-UK resident The loss of deemed domicile Estate and succession planning depending on whether he survived the loss...
Protected trusts and a deemed domiciled settlorThis matter involved advising a non-domiciled individual who became deemed domiciled on 6 April in relation to restructuring his trust. In particular, we advised in connection with loans to the trust to ensure it was...
US expatriate non-dom tax and estate planningThis matter involved advising a non-UK domiciled client who had expatriated from the US on trust and Will planning for his family, some of whom are still US citizens, including: Avoiding deemed domicile and...
International pension scheme: taxation of memberIn this matter, we advised a non-domiciled client on the taxation of benefits received from an Employer Financed Retirement Benefits Scheme.
Employment-related securitiesThis matter involved advising a UK resident client who was about to become deemed domiciled on the receipt of shares from his employer, including: Income Tax issues on the receipt of the shares and...
New UK property tax rules could catch investors and homeowners unawaresFrom 6 April 2019, a single capital gains tax regime will apply to all UK land owned by non-UK residents. Changes to the reporting and payment rules will also affect UK-resident landowners (from April...
SDLT: Some Difficulties with Land for TrusteesIn the current political and economic climate, trustees have a lot to think about. Despite the slowdown in the property market, land remains a popular long term investment and trustees continue to acquire properties...
Client responses to political uncertaintyWith Brexit and its impact on the economy causing so much uncertainty, many people are considering leaving the UK and moving abroad. Marilyn McKeever looks at what contingency plans they should be putting in...
Karen is straightforward and down to earth making her very easy to work with. Her advice is clear cut, practical and relevant. She is also friendly, engaging and quick to establish a rapport with clients and peers.
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.
Robert has assisted a number of my clients with Wills and estate planning. These range from business owners to recently retired clients. He makes the complicated easy to understand and reassures clients that their business is in safe hands.
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...
Stephen GracePartner and Trust Director
Partner and Trust Director
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 have particular expertise in and have worked to build the firm’s reputation in advising on personal injury trusts where an individual has suffered a catastrophic spinal cord injury, predominately through an accident or clinical negligence.
A number of my clients have also suffered a head injury and I am therefore heavily involved with Court of Protection work. This requires a different approach to providing advice, whether as a deputy or looking at making statutory Wills or gifts.
I work in tandem with the firm’s non-legal trust administration team, managing the decisions that need to be made on behalf of clients, not only including financial payments, but also the appointment of case managers to set up a care package for the client, and project managers when properties need to be adapted.
In addition, I prepare witness statements and act as an expert in some of the highest value personal injury and clinical claims passing through the courts and work extensively with some of the leading personal injury firms and counsel in this field. I have presented on the administration of personal injury trusts and deputyships to leading claimant personal injury firms and barristers’ chambers.
My specialism in representing individuals lacking capacity was strengthened by a secondment to the Office of the Official Solicitor.
I am a member of STEP (the Society of Trust and Estate Practitioners) and Solicitors for the Elderly, and I have been named in Private Client Practitioner’s “Top 35 under 35” twice.
Jonathan has built an enviable international practice, and is the first port of call for many advisors in the UHNW space thanks to his detailed knowledge and experience, his commercial approach, and his ability to deliver results every time he is instructed.
I advise both UK resident and international clients on UK tax, trust, estate and succession issues with a particular focus on international cross-border matters for non-UK domiciled clients (resident in the UK or elsewhere), offshore trustees and family offices.
This includes advising on residence, domicile, the remittance basis of taxation, and developing or refining structures and strategies to preserve wealth and avoid unnecessary tax and succession implications. Such structures can be companies, trusts, partnerships or foundations, whether in the UK or outside.
I regularly advise individuals moving to or from the UK on how to plan their affairs in a tax efficient manner before they arrive or depart. Often this will include considering the impact on, and planning for, any business they own or structure they can benefit from.
I am experienced in advising business owners and entrepreneurs at all stages in the lifecycle of their business. This can include anything from putting an efficient Will in place, to advising on personal tax strategies around sale, or how to manage the succession of the business down to the next generation of the family.
I also work alongside family lawyers in the context of divorce or pre-nuptial agreements, particularly where family trusts are involved.
I am a member of the STEP (the Society of Trust and Estate Practitioners) and have obtained the STEP Diploma, and the STEP Advanced Certificate in UK Tax for International Clients. I am named as a Leading Lawyer in Citywealth 2018 Leaders List and have received a STEP excellence award.
Dual residency and cross-border employment-related taxationThis matter involved advising a non-UK resident and domiciled client on the UK system before he became UK tax resident including: When he would become UK tax resident Where he would be resident under...
Pre-UK arrival planningThis matter involved advising a non-UK resident and domiciled entrepreneur on the consequences for him and his business before he became UK tax resident. We reviewed: His personal assets The non-UK company he largely...
Creating trust before being deemed UK domiciledThis matter involved advising a UK resident, non-UK domiciled individual on creating a non-UK trust before they became deemed domiciled in the UK and on how to fund the trust and administer it going...
Transfer of business into UK succession trustThis matter involved advising a UK resident and domiciled entrepreneur on settling shares in his trading business into a UK trust to allow family succession, including: the application of business property relief the use...
Aimee provides very comprehensive advice, she is conscientious and also very personable to deal with.
I advise UK resident and international clients on their personal tax, wealth structuring and succession planning. My clients often have complex cross-border or multi-jurisdictional issues, involving the coordination of advice between different jurisdictions and areas of law and bringing these aspects together to provide a comprehensive and bespoke solution to the client’s wealth structuring and succession needs.
I regularly advise international families seeking to relocate to the UK and UK expats intending to return to the UK on their personal tax matters and pre-arrival planning.
I have a trust law background and also have experience in the establishment of alternative family investment structures such as family investment companies and family partnerships.
I am qualified as a solicitor in England and Wales and in New Zealand, and as a Chartered Tax Advisor.
I am a member of STEP (the Society of Trust and Estate Practitioners), was voted one of ePrivateclient’s “Top 35 under 35” for 2015 and 2017, and was shortlisted for Citywealth Lawyer of the Year in 2017.
International wealth structuring and estate planningWe 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...
I have always found Sophie to be professional and extremely thorough. She is a pleasure to work with and a credit to New Quadrant Partners.
I advise some of the firm’s largest family clients regarding their wealth structuring, succession planning and trusts. My focus is primarily on UK resident and/or domiciled individuals, trustees and beneficiaries, with a particular interest in cross-border taxation and succession issues affecting UK expats in France and Malta.
I also have experience providing tax and trust advice in the context of matrimonial disputes and pre-nuptial agreements.
In addition to the firm’s own Foundation, I have established and registered a number of charitable trusts and companies for clients.
I am a member of STEP (the Society of Trust and Estate Practitioners).
I have been named in the Citywealth leader’s list for the private wealth industry in 2017 and 2018 and as one of eprivateclient’s Top 35 Under 35 in 2014.
I have over 25 years’ experience of working the family offices and advising wealthy families and individuals on the wider issues of wealth structuring, family office establishment and management, family governance and philanthropy.
A founding partner and now a consultant to New Quadrant Partners, I use my distinct experience to support the wider team in holistically looking at, and responding to, our clients’ needs.
I am a trustee of the New Quadrant Foundation and I also work with a number of other charitable organisations both via my role at New Quadrant Partners and on a personal basis.
One of the qualities I most value in Kiran is that she is always available to speak to and will sort out problems quickly and sensibly. I have no hesitation in recommending Kiran to other clients and professionals.
I specialise in matters relating to powers of attorney, personal injury trusts, mental capacity and the Court of Protection.
Many of my clients have lost mental capacity as a result of degenerative brain conditions such as Alzheimer’s disease and dementia or have sustained serious brain injuries, usually as a result of a catastrophic accident or birth trauma. Whether the clients have their own wealth or have received substantial awards of compensation, I have significant experience in managing funds carefully in order to meet their lifetime needs. This involves working as collaboratively and pragmatically as possible with clients, their families and support teams.
I make applications to the Court of Protection on matters ranging from the appointment of a deputy to complex one-off applications such as statutory Wills and gift applications. I can also assist with investigating suspected financial abuse of a vulnerable individual and bringing or defending proceedings in the Court of Protection including disputes between property and financial affairs attorneys, contested deputyship applications, and misappropriated funds by deputies and attorneys.
In addition, I specialise in Will drafting, estate planning, probate and estate administration work. I deal with simple and complex estates including estates with cross-border and multi-jurisdictional issues in a sympathetic and efficient manner. This includes preparing the grant application, completing the accounts to HMRC and claiming any reliefs, dealing with enquiries from HMRC, advising on and preparing deeds of variation and post-death tax planning.
I read law at the University of Sheffield and prior to joining New Quadrant Partners worked at one of the country’s leading and busiest Court of Protection practices.
I sit on the committee of the Court of Protection Practitioners Association London Group (CoPPA). I am also a member of the Law Society’s Private Client Section and STEP (the Society for Trust and Estate Practitioners). I have undertaken the STEP Diploma in Trusts and Estates and STEP Advanced Certificate in advising Vulnerable Clients. I was named as an eprivateclient Top 35 under 35 in 2016.
Probate and estate administrationIn this particularly complex probate matter, we were involved in handling compliance enquiries from HMRC in relation to the valuation of assets, cross-border assets, and a pre-death gifting issue. This included dealing with the...
Personal injury trustFollowing court approval, we were instructed to set up and manage a personal injury trust for a child who received compensation following a serious road traffic accident. New Quadrant Trust Corporation Ltd and the...
DeputyshipThis matter involved applying to the Court of Protection for New Quadrant Trust Corporation Ltd to be appointed as a professional deputy for a client who received compensation following a road traffic accident in...
Statutory WillThe matter involved applying to the Court of Protection for the approval of a statutory Will for a deputyship client. This included handling objections from family members and dealing with complex family dynamics.
Appointment of attorney disputeIn this matter, we successfully represented a daughter who was appointed as her father’s attorney in a disputed Lasting Power of Attorney matter before the Court of Protection. The client’s brother objected to her...
Misappropriated funds by an attorneyIn this matter, we successfully obtained Court of Protection approval for an attorney to pursue a High Court claim against her co-attorney for misappropriated funds.