About
Lisa-Jane 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
- Advising UK resident, US citizens on the UK tax treatment of US revocable and irrevocable trusts and the tax consequences of receiving distributions under domestic law and the US/UK double tax treaty.
- Estate planning for individuals or couples with a US/UK element, to minimise UK and US taxation.
- 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.
- Pre-arrival planning for non-domiciled individuals moving to the UK seeking to be taxed on the remittance basis.
- Varying inheritances received under civil succession law to establish “excluded property” trusts for UK resident beneficiaries.
- Advising individuals becoming “deemed domiciled” regarding options for holding non-UK assets, including establishing trusts for US clients.
