Stuart is a Managing Associate in the firm's tax team and specialises in UK and international tax planning, in addition to general private client matters. He advises individuals, entrepreneurs, families and corporate entities as well as the family offices, trust companies and other institutions supporting them.
His work involves estate planning and succession issues, the creation of domestic and/or international trust and corporate structures, issues relating to residence and domicile, and philanthropy. This frequently involves complex tax advice with an international element and co-ordinating advice from advisors in different jurisdictions. He also has experience of contentious UK and international trusts and estates, resolving disputes between trustees and personal representatives, and beneficiaries, acting for either side.
A full member of STEP, the world's leading organisation for private wealth professionals, the Association of Contentious Trust and Probate Specialists (ACTAPS), Solicitors for the Elderly (SFE) and The Law Society's Private Client Section (also committee member), Stuart regularly gives seminars on private client law and practice and has published articles in many of the leading professional publications. He is a former revision editor of Butterworths Wills, Probate and Administration Service and an author of Practical Law's Private Client Multi-jurisdictional Guide (England and Wales).
In 2011, 2012, 2015 and 2017 he was ranked as one of the top 35 under 35 private client advisors by eprivateclient. In August 2016 he was named as one of Spear's Rising Stars in its Top 50 Tax Advisors Index where he was described as a 'technically and analytically exceptional, practical and thorough adviser who is building a strong reputation'.
- Alongside my colleagues in Dispute Resolution, acting for an ultra-high net worth British-born entrepreneur in respect of threatened notices of determination pertaining to inheritance tax arising from a number of substantial lifetime transfers which, in part, constituted several offshore settlements. The IHT issues are being dealt alongside a tax dispute which is currently before the First-tier tax tribunal and an information request concerning the client's domicile and residence status over several years.
- Structuring an ultra-high net worth Russian client's worldwide assets in order to minimise death duties and to provide the orderly transfer of those assets to his chosen heirs. This work involved co-ordinating advice from practitioners in multiple jurisdictions.
- Advising British aristocrat and businessman whose family own a substantial UK landed estate on his personal tax and succession planning.
- Advising several Middle Eastern clients on tax-efficient structures for holding UK real estate and to ensure a smooth succession to the next generation.
- Advising a wealthy Russian client on his personal tax and succession planning to include the tax efficient funding of UK charitable projects from non-UK funds.
Managing Associate, Mishcon de Reya LLP
Associate, Mishcon de Reya LLP
Senior Associate, Penningtons Manches LLP
Associate, Penningtons Manches LLP
Associate, Clifton Ingram LLP
Solicitor, Clifton Ingram LLP
Trainee, Clifton Ingram LLP
University of Law (Guildford), GDL, LPC & LLB
University of Surrey, BA (Hons) Accounting
Articles and Publications
- Private client briefing for April 2017 – Tax Journal
- Contentious Probate Handbook by Carl Islam: a book review – PS Magazine
- On the up – PS Magazine
- Rectification: keeping up with the Vaughan-Jones – Trust and Estates Law & Tax Journal
- Private Client Global Guide (England and Wales) – Practical Law (Thomson Reuters)
- Wills: lost and found – Trust and Estates Law & Tax Journal
- Insurance monies and CGT – Pall Mall Art Advisors' magazine