UK
Ireland
Private Client Tax Services; Foreign Domiciliary Taxation and Remittance Basis; Residence and Domicile; International Private Client Tax; Estate Planning; Inheritance Tax; Trust Formation, Administration and Accounting; International Trust Planning; Residential Property Taxation; Taxation of Land; Employee Remuneration; Capital Gains Tax; Charity Formation, Administration and Taxation
Experience
Simon joined Smith & Williamson in May 2017 after 30 years as a partner at Rawlinson & Hunter. He has advised on international structuring and private client taxation since 1979. His clients are international families and high net worth individuals, many of whom are resident but not domiciled in the UK. He has acted as an Expert Witness on several occasions, in both criminal forensic proceedings and civil litigation particularly in relation to trusts.
Notable client work and achievements
- Edited a number of publications, most particularly Bloomsbury’s ‘Planning and Administration of Offshore and Onshore Trusts’, ‘Lexis Nexis’ ‘Administration of Trusts’, and Butterworth’s ‘Wills, Probate and Administration’
- Structuring of complex trust arrangements to take account of succession planning and multi-jurisdictional tax issues
- Advising high value immigration and emigration cases
- Restructuring to take account of significant changes to the taxation of the non-domiciled
Professional qualifications/memberships
- FCA, STEP (TEP), Charity Law Association
- One of the founding members of the Society of Trust and Estate Practitioners, a member of its Technical Committee since inception
- Member of the ICAEW Trust and Inheritance Tax Committee, the Trust Law Committee and the Capital Tax Liaison Group
