Joe is Head of the Private Wealth department. His expertise relates to providing tax, estate and succession planning to ultra-high net worth individuals, institutional clients and entrepreneurs, with a focus on owner-managed businesses and corporate vehicles. He also has extensive experience advising on trust formation and administration, high value and international estate administration, and contentious trusts and estates.
Joe’s experience includes the following:
- Advising as to the restructure and sale of numerous family owned businesses taking into account ownership by family trusts, taxation considerations and the corporate issues which arise.
- Advising high net worth clients as to the formation of Family Investment Companies for tax mitigation.
- Administration of a complex, multi-million pound, international and litigious estate. Acting for the Executors in IPFDA proceedings brought against the estate and advising the Executors in relation to a number of offshore and contentious issues.
- Advising non UK resident high net worth individuals on funding the purchase of UK properties and tax efficient structures, including advising on income tax, capital gains tax and inheritance tax implications of purchasing and owning assets personally or through various corporate structures.
- Acting as panel adviser to a number of trust companies established by UK high street banks and offshore trust advisers, providing advice on all manner of trust and tax matters.
- Incorporation and registration of a new charitable companies and the establishment and registration of charitable trusts.
- Advising a national charity with a turnover of c. £13m as to various contentious charitable trusts issues.
- Drafting of various bespoke settlement deeds to hold group life assurance policies for corporate clients.
- Advising clients with disabled family members as to tax and succession planning issues.
- Advising the trustees of family settlements with assets valued at c. £300m as to taxation, devolution and succession planning.
Joe graduated from Manchester University in 2008, having studied law, completing his Legal Practice Course in Manchester. He trained and qualified with Addleshaw Goddard, spending ten years with the firm, and he has nine years’ experience advising private clients in relation to tax and succession planning.
