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Gareth Walliss, Senior Associate

Gareth has broad experience in private client work, with particular expertise in asset protection and succession planning.

Summary

Gareth has broad experience in private client work, with particular expertise in asset protection and succession planning. He deals with the creation and administration of trusts, lifetime and post death tax planning and the administration of complex and frequently cross border estates. He is a member of the Business Owners team and regularly advises family businesses on the transition from one generation to the next. Gareth's clients include both UK and non-UK domiciled high net worth individuals, trustees, and beneficiaries. He is often instructed by international banks, trust companies and large charitable organisations.

Gareth is admitted to practise in England and Wales.

Experience highlights

  • Acting for the administrators of an estate with assets in the UK, Isle of Man and Thailand, involving the tracing of Thai assets and the restoration of a Manx company to the register and extensive negotiations with HMRC
  • Advising the trustees of a death in service benefit scheme of their roles and responsibilities in paying lump sum death benefits, and assisting them in tracing and interviewing potential beneficiaries
  • Advising a client on inheritance tax planning prior to becoming deemed domiciled in the UK including the creation of structures to hold UK real estate and investments

Recognition

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