Stuart joined Edwin Coe in April 2018 from a global wealth management firm where he was a director providing tax, structural and financial services advice to high-net-worth individuals and trust companies for 10 years.
Stuart has over 20 years’ experience working with non-UK domiciled individuals having worked within the expatriate services team at a Big 4 firm, practicing in US tax, UK tax and cross-border issues and latterly, with an international private bank based in London.
For the past 10 years’ Stuart has been working closely with offshore corporate trust companies on a range of offshore trusts and companies to ensure efficiency, compliance and solutions to a variety of global tax and compliance challenges.
Stuart works with a variety of private clients, international banks and financial institutions, internationally mobile and non-domiciled individuals.
More recently, Stuart has been focused on numerous changes to the taxation of non-domiciled individuals, trusts and UK residential property ownership from April 2017, including:
- Advising on UK residency and the departure to Portugal of a non-domiciled individual to minimise his worldwide tax exposure
- Advised on the settlement of a non-UK trust structure in advance of the individual becoming ‘deemed domiciled’ under the pre April 2017 tax regime
- Providing advice on the sale of overseas business interests within a series of connected overseas trusts and the impact and tax implications for UK resident beneficiaries
- Advising on a variety of ‘mixed fund’ cleansing exercises for wealthy non-domiciled individuals looking to repatriate funds to the UK
- Providing advice to deemed domiciled individuals on the new rebasing rules from April 2017
- Advising on the use of Business Investment Relief for a non-UK domiciled individual claiming the remittance basis and interaction with the Enterprise Investment Scheme tax reliefs
- Advising a wealthy non-domiciled individual on his divorce to ensure mitigation of personal CGT on the divorce settlement, using his ‘non-dom’ status and the remittance basis rules.
Expertise
Credentials
Chartered Tax Adviser
Member of The Association of Tax Technicians
