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Lisa-Jane Dupernex, Senior Associate

Lisa-Jane provides advice to offshore, onshore and multi-jurisdictional individuals, families, charities, trustees and beneficiaries regarding taxation, trust and estate planning matters.

Lisa-Jane Dupernex, Senior Associate

Contact Lisa-Jane

Service:

Private Client

Summary

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.

Lisa-Jane is admitted to practise in England and Wales.

Experience highlights

  • 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
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