Simon acts for business and high net worth private clients, providing advice and expertise in respect to private wealth, succession and tax matters.
Simon is experienced in all aspects of private client law. He specialises in advising entrepreneurs, wealthy families and senior business executives in all aspects of tax and succession planning (including family investment companies).
He also acts for various trusts and charities, as well as acting as a professional deputy and trustee in several instances.
Work highlights include:
- Advising a family of UK domiciled and non-domiciled individuals about tax and estate planning concerning UK assets worth over £50m.
- Advising on the implementation of family investment companies in different contexts, including for lottery winners and business owners following the sale of all or part of their company.
- Acting as a professional trustee, attorney, deputy and protector for various clients.
Simon has spoken at STEP events, and multiple seminars with other advisors, with a focus on both family investment companies and tax planning in respect of property assets.