James works with a UHNW US/UK family who have lived in the UK for many years. Over time the family has built up several US Trusts, company structures, and foundations with assets spanning global real estate, land, and commercial property. Many of these structures were set up a number of years ago, and as the trust tax and non-domicile rules have changed over the last decade, James and his team have worked with the family to restructure their affairs to ensure optimal tax treatment and avoid double taxation.

James works with another UHNW US/UK family with significant charitable ambitions. James and his team have worked closely to advise the family to structure their assets in a manner to meet their philanthropic aspirations while at the same time ensuring that their global assets are structured appropriately while they are on the Remittance Basis of taxation.

James has worked with a UHNW US citizen who, over the last 12 years, has moved from being on the Remittance Basis to Arising Basis of taxation in the UK before returning to the US a few years ago. James worked closely with the client in changing the ownership structures of asset pools as the client changed tax status and residency to ensure estate optimisation and avoid double taxation.

The Legal Stuff

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