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Band 2
Band 2
Foreign Expert
About
Provided by Beatrice Puoti
Practice Areas
Beatrice’s primary focus is advising UK residents and non-residents, domicile and non-domicile individuals, private banks, trustees, and family offices, on their international tax, trust, and estate planning issues.
Beatrice has an extensive portfolio of clients and specialises in a European tax and trust practice with a particular expertise on Italian issues.
Beatrice also has significant experience in advising financial institutions and trustees on international trust and tax matters and on the ownership, structuring and acquisition of UK and non-UK real estate.
Beatrice also specialises in cross-border estate planning issues with a particular focus on all issues arising from Roman Law and Common Law application.
Beatrice is also ranked as one of the UK legal community’s best lawyers, having received the following accolades: 2022 Who’s Who Legal: Private Client; 2022 eprivateclient 50 Most Influential; 2022 The Spear’s Indices Top Recommended Tax & Trust Lawyers; Citywealth Powerwomen Awards 2019: Woman of the Year – Leadership; and Citywealth Powerwomen Awards 2017: Inspirational Women of the Year
Chambers Review
High Net Worth
Beatrice Puoti is well known for her particular expertise on Italian matters, as well as her experience in international estate and tax planning, wealth management and trusts. Puoti was named Stephenson Harwood's head of private wealth in May 2024.
Beatrice Puoti joined the Stephenson Harwood team in February 2023. Puoti focuses on international tax, trust and estate planning for family offices.
Beatrice Puoti is well known for her particular expertise on Italian matters, as well as her experience in international estate and tax planning, wealth management and trusts. Puoti was named Stephenson Harwood's head of private wealth in May 2024.
Strengths
Provided by Chambers
"Beatrice is a trusted adviser. She is technically very able. Her client-handling skills are second to none. Her emotional intelligence is phenomenal, which helps her to deliver what the client needs."
"She is highly professional, very trustworthy and reliable. It is an added bonus that she is Italian-qualified and fluent in Italian."
"She's very user-friendly, very approachable, and she's got a real intuition and commercial feel for any client problem and can always come up with a solution."
"Beatrice has the unique ability of being able to write cross-border wills and provide succession planning across jurisdictions. She is also extremely approachable and a joy to work with."
"Beatrice is excellent at representing high-end clients with complex, multinational issues."
"Beatrice Puoti is a bundle of charisma who lights up a room. You can see why she has such an incredible client following. Everyone is loyal to her: she runs teams really well and is very personable."
"Beatrice is a trusted adviser. She is technically very able. Her client-handling skills are second to none. Her emotional intelligence is phenomenal, which helps her to deliver what the client needs."
"She is highly professional, very trustworthy and reliable. It is an added bonus that she is Italian-qualified and fluent in Italian."
"She's very user-friendly, very approachable, and she's got a real intuition and commercial feel for any client problem and can always come up with a solution."
"Beatrice has the unique ability of being able to write cross-border wills and provide succession planning across jurisdictions. She is also extremely approachable and a joy to work with."
"Beatrice is excellent at representing high-end clients with complex, multinational issues."
"Beatrice Puoti is a bundle of charisma who lights up a room. You can see why she has such an incredible client following. Everyone is loyal to her: she runs teams really well and is very personable."
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