Simon Malkiel
High Net Worth Guide 2024
Band 3 : Private Wealth Law
Email address
[email protected]Contact number
020 3755 5587Share profile
Band 3
About
Provided by Simon Malkiel
Practice Areas
Simon advises UK and international individuals, families and trustees on tax and succession planning, wealth structuring and asset protection. He acts for a growing and diverse client base of high net worth clients including entrepreneurs, business owners, real estate investors, and individuals in the sports, entertainment, and art sectors.
He advises both domestic UK clients and those with an international dimension to their affairs such as UK resident non-domiciled taxpayers, foreign clients with UK assets (particularly UK homes or other real estate holdings), or those coming to or leaving the UK.
His practice focuses primarily on estate and succession planning, inheritance tax and capital gains tax planning and mitigation, residence and domicile advice and related UK tax issues, asset protection and wealth structuring advice, and UK and offshore trusts and other structures.
Simon guides clients through the preparation of wills, typically incorporating trusts for tax/succession planning purposes, as well as to cater for complex family situations, and lasting powers of attorney.
Simon is dual-qualified, being both a solicitor and a Chartered Tax Adviser.
Professional Memberships
Chartered Institute of Taxation
Chambers Review
High Net Worth
Simon Malkiel focuses his practice on assisting clients with domestic and international asset protection, tax and succession matters. Simon is also a chartered tax adviser.
Strengths
Provided by Chambers
"Simon specialises on the inheritance tax side and estate planning, he is very responsive, straightforward and an expert."
"Simon deals with complex high profile tax planning matters extremely well. He is technically a good lawyer, capable of thinking creatively and comes up with interesting ideas."
"Simon is extremely good technically but really good with clients, has a great way of explaining things but really sympathetic. When he talks to you, feels like you're the only person in the room."
"Simon specialises on the inheritance tax side and estate planning, he is very responsive, straightforward and an expert."
"Simon deals with complex high profile tax planning matters extremely well. He is technically a good lawyer, capable of thinking creatively and comes up with interesting ideas."
"Simon is extremely good technically but really good with clients, has a great way of explaining things but really sympathetic. When he talks to you, feels like you're the only person in the room."
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