Advising on capital tax planning strategies

Advising a UK resident client who is a US citizen with large US cash assets and whose spouse was UK domiciled on capital tax planning strategies including the use of a Jersey trust and liaising with the US lawyers on the inheritance and tax effect in both jurisdictions.

The client also had a child from a previous marriage and we advised and drafted an appropriate Will to take this into account.

Meet the team

Partners

Gary Pick
Partner & Head of Private Client Services Group
Private Client
Poole
01202 339032
0779 381 6843
Private Client
Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client

Associates

Mihiri Gajraj
Senior Associate & Head of Private Client Southampton
Private Client
Southampton
023 8082 0544
Private Client
James Hammersley
Senior Associate & Head of Private Client Salisbury
Private Client
Salisbury
01722 426952
07467 943446
Private Client
Sarah Richards
Associate and Head of Private Client Poole
Private Client
Poole
01202 339025
Private Client
Martha Swann
Associate
Private Client
Poole
01202 339013
Private Client

Solicitors

Holly Algar
Associate
Private Client
Southampton
023 8082 0515
Private Client
Derek Bryer
Solicitor
Private Client
Salisbury
01722 426912
Private Client
Gary Cox
Consultant
Private Client
Poole
01202 339049
0782 601 9764
Private Client
Arcadius Gregory
Solicitor
Private Client
Poole
01202 338555
Private Client
Laura Stone
Solicitor
Private Client
Poole
01202 339038
Private Client

Chartered Legal Executives

Jenny Shucksmith
Chartered Legal Executive
Private Client
Salisbury
01722 426973
Private Client

Tax Advisor

Paula Arnold
Trusts & Tax Practitioner
Private Client
Poole
01202 339039
Private Client

Paralegals

Rachel Kent
Paralegal
Private Client
Salisbury
01722 426991
Private Client
Jodie Sainsbury
Paralegal
Private Client
Salisbury
01722 426970
Private Client

Legal Secretaries

Sarah Adams
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Jane Bilton
Legal Secretary
Private Client
Salisbury
01722 426907
Private Client
Karen Carter
Legal Secretary
Private Client
Southampton
023 8082 0452
Private Client
Sarah Cobb
Legal Secretary
Private Client
Poole
01202 338558
Private Client
Jane Fielding
Legal Secretary
Private Client
Poole
01202 339006
Private Client
Rachael Francis
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Ali Malone
Legal Secretary
Private Client
Salisbury
01722 426972
Private Client
Sandra Ross
Legal Secretary
Private Client
Poole
01202 339040
Private Client
Hayley Stack
Legal Secretary
Private Client
Poole
01202 339004
Private Client
Sonja Vine
Legal Secretary
Private Client
Poole
01202 339036
Private Client

General Staff

Helen Glatter
Chartered Accountant
Private Client
Poole
01202 339041
Private Client

Office Administrators

Kristine Neilande
Administrative Assistant
Private Client
Poole
01202 339046
Private Client
Emily Thompson
Administrative Assistant
Private Client
Salisbury
01722 426982
Private Client