About
Joe specialises in advising high-net-worth and ultra-high-net-worth individuals on estate and succession planning, asset protection, and tax planning. He has extensive experience assisting individuals relocating to the UK, helping them structure their affairs efficiently from a UK tax perspective and implementing tailored planning strategies.
In addition, Joe advises on UK property ownership structures, helping clients navigate the complexities of different ownership methods and identifying the most suitable approach for their circumstances. He also drafts English wills and lasting powers of attorney, and advises on international probate and the administration of cross-border estates.
Recognised for his exceptional work, innovative approach, and industry potential, Joe was named one of the 'Hong Kong Rising Stars 2025' by Asian Legal Business.
Joe is admitted to practise in England and Wales and is a Registered Foreign Lawyer in Hong Kong.
Experience
- Advising non-UK domiciled families on pre-UK immigration planning, including the application of the statutory residence test and the remittance basis of taxation.
- Advising a prominent non-UK family on the restructuring of an offshore trust structure holding a valuable UK property.
- Advising a well-known UK family on asset protection and succession considerations associated with the establishment of several dynastic family trusts to hold shares in the family company.
- Advising a wealthy Hong Kong family regarding their move to the UK and their continued involvement with the family businesses in Hong Kong.
- Advising an international family in respect of their global estate planning and drafted multi-jurisdictional Wills to deal with their assets in several jurisdictions.
