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Jacob jointly leads the Private Wealth practice, helping our clients manage the transfer of wealth to the next generation, and helping family members support each other to protect the family wealth.
His work typically includes advising on Wills, Powers of Attorney, lifetime Trusts and other wealth protection structures.
Jacob specialises in:
Advising business owners on their estate planning, whether that will take effect during lifetime or on death; and
Advising families with international elements, including helping to co-ordinate international Wills, and explaining and planning around UK tax as people move between jurisdictions.
Jacob’s extensive experience dealing with foreign jurisdictions make him exceptionally well suited to advising clients with assets abroad, or who have moved to or from the UK.
Jurisdiction: England & Wales
Experience
- Advising wealthy clients with assets across the UK, the EU, the USA, and Australia on how to put in place suitable Wills and Powers of Attorney and Trusts that cover everything and minimise international tax exposure.
- Advising high profile owner-managed business leaders on the managed transfer of their business to their children during their lifetime while retaining suitable controls in place.
- Advising wealthy families (including their Trustees and Family Office) on complex offshore asset holding structures with links to the UK, identifying and managing UK tax risks with a long-term view.
- Advising “UK-resident non-doms” on the changing UK tax landscape and options to plan for the future to reduce UK tax exposure on their foreign wealth.
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