About
Rafael has a strong foundation in Brazilian, UK and international tax law, investments and private banking, and international business law. Experience includes tax, estate and succession planning, relocation of individuals and families to and from the UK, submission of Brazilian personal and corporate income tax returns, personal and corporate tax accounting, advice on the tax consequences of transactions with trust structures and crypto assets, amongst others. He has a particular focus on advising Latin American HNW / UHNW individuals, especially entrepreneurs, executives and athletes, in relation to their UK tax affairs and wider asset restructuring.
Rafael is qualified to practice in Brazil as an advogado and in England & Wales as a solicitor. He is an Associate of The Society of Trust and Estate Practitioners (STEP) and of the Brazilian Institute of Estate and Succession Planning (IBRAPP) and holds an investment certification – CPA-20 – from the Brazilian Financial and Capital Markets Association (ANBIMA).
Experience
- Advising an ultra-high-net-worth footballer (with assets in several jurisdictions) on his post-immigration planning to the UK, including the application of the statutory residence test (SRT) and its tax consequences / risks, and to develop and implement the agreed plan
- Advising an ultra-high-net-worth family on the drafting and implementation of the agreed international estate and succession planning in relation to multi-jurisdictional assets
- Advising ultra-high-net-worth individuals and families on pre- and post-immigration planning to different jurisdictions, such as the United Kingdom, Brazil, Portugal, Switzerland, and the Bahamas
- Advising a high-net-worth entrepreneur couple on their pre-immigration planning from Brazil to the United Kingdom, including the application of the SRT, as well as planning the management of clean capital funds and advice on possible mixed funds consequences
- Advising a UK-based fintech on operating in Brazil, including the creation and implementation of a personalised system to monthly comply with tax rules on local crypto taxation and compliance
