Daniel Simon
High Net Worth Guide 2024
Band 5 : Private Wealth Law
Band 5
About
Provided by Daniel Simon
Practice Areas
Daniel is a member of our Trusts, tax and estate planning team. He has significant experience advising on all aspects of UK and international tax, trust and estate planning and charity law. In recent years, Daniel has particularly specialised in UK and US planning as well as providing Swiss, French, Italian and Indian cross border advice. He recently advised on a complex series of trusts and companies to hold a new UK business venture as well as French and US property for a South American client considering moving to the UK or the US. The work required his UK, US and French expertise.
Daniel’s daily work includes the drafting of wills, trusts and innovative estate plans. He strives to find creative yet practical solutions to his clients’ wide ranging concerns. Last year he resolved a potentially contentious probate arising from an out-of-date will, with a simple deed of variation, to give effect to the testator’s true wishes.
He travels regularly to Switzerland, the US and further afield to advise his clients.
Chambers Review
High Net Worth
Daniel Simon advises wealthy international and domestic clients on complex wealth structuring matters. He is also senior partner at the firm.
Strengths
Provided by Chambers
"Daniel is a very intuitive individual. He is good on the family dynamic side and technical aspects. He is also practical in his approach and able to adjust according to circumstances."
"He's very knowledgeable about UK cross-border tax issues and he's also familiar with US tax. He's also creative, flexible and creative: he does his best to find something helps accomplish the goal."
"Daniel is a very intuitive individual. He is good on the family dynamic side and technical aspects. He is also practical in his approach and able to adjust according to circumstances."
"He's very knowledgeable about UK cross-border tax issues and he's also familiar with US tax. He's also creative, flexible and creative: he does his best to find something helps accomplish the goal."
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