Toni Recchia
SENIOR ASSOCIATE
Toni is a Senior Associate in our Private Client team and joined Edwin Coe in June 2021. She works closely with individuals, families and trustees, both in the UK and internationally, helping them navigate a wide range of private client matters, from estate and trust planning to UK tax and cross-border estate administration.
Toni has particular experience advising high-net worth international individuals and families and professional trustees in the following areas:
- International estate planning: Structuring estate plans for individuals and families with an international connection and collaborating with foreign advisers to draft Wills and testamentary documents which are effective across multiple jurisdictions.
- Cross-border estates: Co-ordinating legal, tax, and administrative matters across borders and supporting executors and trustees in administering estates involving overseas assets and beneficiaries.
- International trusts: Advising on the use of offshore and onshore trusts for asset protection and estate planning and reviewing and adapting trust documents for compatibility with legislation changes and family circumstances.
- Inheritance tax planning: Guiding clients through the implications of domicile and residency on inheritance tax exposure and how their estates may benefit from treaty reliefs.
Toni offers clear, practical advice tailored to each client’s unique circumstances and is known for her approachable style and for building long-term relationships with clients and their advisers. She takes pride in helping families protect and preserve their wealth across generations and borders.
Expertise
Private Client
Estate Planning
Inheritance Tax Planning
Trusts
Credentials
Full member of STEP (The Society of Trust and Estate Practitioners) achieving a distinction in all modules, which recognises her expertise in international and domestic trusts and estate planning
Next Gen Leader by eprivateclient 2024
EXPERIENCE
Toni's experience includes:
Supporting professional trustees with a complex estate and trust administration, involving a contested domicile appeal to the First-Tier Tribunal and assets and beneficiaries in multiple jurisdictions including the US.
Providing English legal and UK tax advice on estate plans for clients with assets, beneficiaries, or tax exposure in both the UK and US.
Helped a client navigate legislative changes from the UK Autumn 2024 Budget impacting non-UK trusts and provided strategic guidance on possible ways to restructure.
Co-ordinating a multi-jurisdictional estate plan for a high-net worth individual involving business assets and a family dispute.
Toni deals with all day-to-day private client work with natural ability, but she excels in her willingness and ability to tackle complex matters - often with international aspects and difficult tax concepts involved
Ben Harle in 2024 for the NextGen Leaders nomination