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Denise Li Gates, Associate

Denise advises both UK-based and international high net worth individuals to ensure their wealth and succession objectives are met in a tax-efficient manner.

Summary

Denise advises both UK-based and international high net worth individuals to ensure their wealth and succession objectives are met in a tax-efficient manner. Her clients often have intricate family backgrounds, property in offshore jurisdictions and valuable business holdings.

Denise undertakes a broad range of tax and succession planning, including controlled lifetime giving to maximise available tax reliefs or exemptions, drafting sophisticated Wills and implementing post-death variations.

She has experience in co-ordinating offshore advice for international clients, reviewing existing structures in light of ever-changing legislation and preparing for mental incapacity.

Denise is admitted to practise in England and Wales.

Experience highlights

  • Advising families sensitively after bereavement on the merits of using, creating or terminating Will trusts as best suits heirs, for example, to ensure nil rate bands are not wasted or to pass wealth down generations
  • Structuring property holding to transfer value between generations tax-efficiently
  • Providing flexible wealth protection solutions to clients in second marriages, with children from previous relationships or family disharmony
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