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