Bio
Shaun is a Private Client Partner.
Shaun advises on a range of taxation and private client matters, with particular expertise in estate administration.
He works with trustees, executors, attorneys, and high-net-worth individuals (both in the UK and internationally).
Shaun specialises in advising on estates with a multi-jurisdictional element (including Europe, the Commonwealth, Asia and the Middle East), with experience spanning insolvent estates to those valued in excess of £25 million.
His expertise also spans Inheritance Tax and succession planning; preparation of wills (including English, Welsh, and Sharia-compliant wills); Powers of Attorney; the creation and administration of trusts; and providing tax planning advice covering Inheritance Tax (including long-term residence considerations), Capital Gains Tax, and Stamp Duty Land Tax.
Examples of Shaun’s work include:
- Assisting an executor in obtaining a Grant of Letters of Administration for a Belgian domiciled, American national deceased who had made a holographic will in Belgium.
- Saving a Middle Eastern family in excess of £600,000 of Inheritance Tax.
- Assisting in the de-enveloping of real estate so that it was held by the family in their own names rather than through the company.
Languages
- Welsh