Denise Li Gates
Latest Review
Private Client review:
My wife and I have been advised by Denise for many years. We have always found her a pleasure to deal with and her level of knowledge and expertise exceptional. Our wealth management and tax requirements could not be in better hands.
01 Jul 2025
Profile
Contact
Reviews
Private Client review:
My wife and I have been advised by Denise for many years. We have always found her a pleasure to deal with and her level of knowledge and expertise exceptional. Our wealth management and tax requirements could not be in better hands.
01 Jul 2025
Private Client review:
I very much appreciated the work Denise took on for me earlier this year, to change the trustee of a life insurance policy.
Timing was critical, and Denise worked at speed, keeping me informed at every step of the way, and securing a successful outcome.
29 Jun 2025
Peer review:
Denise embodies the skills which mark out the best private client lawyers: deep technical understanding combined with fantastic client service. As a former colleague, she was always highly impressive.
27 Jun 2025
Peer review:
Denise has strong technical expertise in tax and trust matters. More importantly, she can translate complex issues so that they are understandable by the client, providing accessible and pragmatic advice. Denise is a trusted advisor and an empathetic, reassuring presence for any client.
26 Jun 2025
Peer review:
Denise is a rising star in the private client world. She is incredibly attentive and conscientious, while being approachable and pragmatic. As well as having excellent technical ability, Denise is a solutions driven lawyer who is always looking for the best outcome for her client.
25 Jun 2025
Co-worker review:
Denise is a very pragmatic lawyer. A former colleague and a delight to work with. Denise deals with clients and peers with patience and understanding. Denise is extremely hardworking and efficient.
25 Jun 2025
Case Studies
Restructuring of will trusts
Examples of Denise‘s work includes:
Advised on the utilisation and restructuring of will trusts following the deaths of a couple in quick succession, resulting in a substantial tax saving;
Advised a branch of a “super wealthy” family on the winding up of an offshore trust including negotiations and navigating a complex family dynamic;
Worked with offshore lawyers to ensure a coherent estate plan for a wealthy UK-based foreign national from the perspective of both relevant jurisdictions;
Advised a divorcee on the tax consequences of the agreed financial split and secured a lesser-known tax exemption;
Advised an entrepreneurial family ahead of a sale of their company including the establishment of a family trust.