Email address
[email protected]Contact number
+44 20 7406 6014Provided by Mishcon de Reya LLP
Our expertise lies in structuring our clients' wealth so that their estate is protected now and in the future whilst allowing sufficient flexibility to address changing circumstances or unexpected turns of events. Our wealth planning solutions and structures are bespoke and tailored to each specific situation. These structures also offer the opportunity for asset diversification, flexible succession, tax and philanthropic planning.
The team advises on a range of private client matters including complex high-value estate administration and the preparation of tax-efficient wills with international aspects. We are one of a small number of firms that offers a tax practice spanning both personal and corporate tax.
We are unique in our ability to address all aspects of a 'traditional' private client firm, but accompanied by the wider services we offer to ensure we provide a holistic approach to addressing all of our clients' needs. That includes non-contentious and contentious advice on privacy and reputation, family governance, international business structuring, immigration, residential property and family matters.
The work we undertake is often cross-border, complex and multi-jurisdictional as well as UK-based.
We advise our clients on all of the following aspects:
Provided by Chambers
Mishcon de Reya provides wealth planning services for high net worth clients. They have a particular emphasis on multi-jurisdictional estate and succession planning, cross-border tax advice and family offices.
Provided by Chambers
Mishcon does an excellent job. The team is proactive, very respected and very good on the international side.
The team is particularly well resourced and quick to react to fluid environments. It has great depth in terms of experience and extremely strong technical knowledge in numerous jurisdictions.
Mishcon does an excellent job. The team is proactive, very respected and very good on the international side.
The team is particularly well resourced and quick to react to fluid environments. It has great depth in terms of experience and extremely strong technical knowledge in numerous jurisdictions.
Provided by Chambers
Patrick Harney is an experienced lawyer in private wealth and has particular expertise in cross-border matters, with an emphasis on US/UK work.
Patrick Harney spends a lot of time in the US and also really understands some of the US estate tax planning concepts. I have had a positive experience working with him on sophisticated matters.
Patrick Harney is very knowledgeable, particularly for cross-border US queries.
Charlie Sosna acts for ultra high net worth clients on a range of matters relating to estates, taxation and offshore structuring.
Charlie is very easy to work with; he is always contactable, responds very swiftly and puts advice in a form that is very understandable for trustees and clients, no matter how complex.
Charlie Sosna is technically strong and highly personable.
Filippo Noseda is well regarded for his expertise in cross-border European tax regulations.
Filippo is bold because he takes on international cases and he seems to know what he is doing.
Filippo Nosedo is always speaking on relevant issues. He is a very entertaining speaker and well known in this space.
Fiona Lewsey assists with tax and estate planning matters and estate administration.
Astrid Owen advises domestic and international clients on a wide array of private wealth matters. Owen is particularly noted for her expertise in US tax matters.
Astrid is a very knowledgeable, highly capable and experienced counsel.
Marianne Kafena is well regarded for her practice advising Middle Eastern ultra high net worth families on their wealth structuring and succession planning.
Stuart Adams advises ultra high net worth clients on family offices, tax structuring and estate planning. He also has experience advising on the establishment of philanthropic structures.
Stuart makes his advice very accessible, clear, direct and specific to client circumstances - he tailors his approach to the client. He is also responsive and works with urgency.
Andrew Goldstone is head of the tax group at Mishcon de Reya. He advises high net worth clients on tax and trusts, succession planning and philanthropic structures.
Andrew is one of the most commercially astute private wealth lawyers I have worked with - he is always thinking about solutions for his clients.
David Whittaker advises his clients on offshore trusts structuring, succession planning and family governance arrangements.
David is an excellent lawyer. He is practical, commercial and able to engage with clients and advisers at every level.
Martin Davies focuses his practice on the Middle East and regularly advises clients on cross-border assets, business and tax structuring matters.
Martin is a deeply experienced lawyer, whose knowledge of the Middle East is second to none. He is extremely proactive and disciplined in his approach to complex, multi-jurisdictional matters.
Provided by Mishcon de Reya LLP
Andrew Savile
Annie Bouch
Carol Katz
Head of Department
Katherine Forster
Katie Doyle
Martin Davies
Moustapha Hammoud
Nicola Simmons
Sarah Albury
Stuart Adams