Lisa-Jane provides advice to offshore, onshore and multi-jurisdictional individuals, families, charities, trustees and beneficiaries regarding taxation, trust and estate planning matters.
She is familiar with devising and coordinating tax and estate planning across a number of jurisdictions and in particular specialises in tax and estate planning where there is a US element. She has expertise in advising UK residents on the UK tax treatment of foreign entities including foundations, corporations, partnerships and trusts.
Establishing dual qualifying UK/US charitable structures for UK and US taxpayers and the means of achieving significant tax savings by appropriate structuring of donations
Advising on the tax-efficient structuring of purchases of UK residential properties and development plots by non-UK residents, and on “de-enveloping” existing structures
Advising the trustees of former “accumulation and maintenance” trusts regarding sophisticated strategies to enable income to be accumulated for the benefit of future generations
Advising individuals who will become “deemed domiciled” from 6 April 2017 regarding options for restructuring offshore assets