dcsimg International Wealth Management and Tax

International Wealth Management and Tax

Based in London, the international wealth management and tax group of McGuireWoods offers high net worth clients a full range of advisory services, including cross-border income and capital gains tax planning, structuring of business interests and holding companies, and other international wealth planning strategies. We represent individuals and families resident in the United Kingdom, across Europe and around the world, whose personal assets and business interests often extend across jurisdictions.

Our private client team has been recognized by Chambers Global for the strength of our work in the UK and Sweden, and members of our tax practice have been named leading practitioners by The Legal 500 UK and Legal Experts EMEA. Group leaders include a chartered tax advisor, lawyers qualified to practice in England and Wales, Norway, Sweden and the United States, and individuals who serve as directors for a number of multinational companies. Our practitioners speak numerous languages, allowing us to communicate with clients and negotiate with governmental and taxing authorities worldwide in a clear, effective manner.

We understand that each client presents a unique combination of financial objectives and concerns, often requiring complex solutions and focused legal advice. While our counsel is tailored to meet the specific needs of each individual or family, we regularly provide guidance in a number of core areas. For example, we advise high net worth clients on laws of residence and domicile, including identification of opportunities and risks associated with the development of flexible, tax-efficient estate plans and income tax positions. We act for international families with members based in the UK, providing advice on cross-border estate planning and the implications of being deemed domiciled in the UK, including advice on the remittance basis of taxation relevant to income and capital gains.

We also advise high net worth individuals resident in the United States and in Europe, with property in a range of jurisdictions, on international coordination of estate and tax planning, asset protection and wealth structuring. Among other services, we counsel non-UK domiciled individuals on structuring their personal and business assets around the world and provide guidance on income tax matters, in order to optimise their estate planning in an international context.

Marital, generation, gift and succession planning are important points of concerns for many of our clients, particularly those that arise in a cross-border context. We advise on asset protection and marital agreements, inheritance tax issues, preparation of wills, creation of trusts and nonprofit and charitable foundations, and other strategies designed to achieve fairness and efficiency across the diverse tax regimes and laws of succession where family members are located.

We help clients ensure compliance with all relevant tax laws and respond to enquiries of local taxing agencies, including Her Majesty's Revenue & Customs in the UK and those of other European and Nordic countries. We work closely with the firm's lawyers in the United States to address tax questions involving the U.S. Internal Revenue Service and state departments of revenue, as applicable.

CONTACTS

Anders O. V. Grundberg Senior Counsel T: +44 20 7632 1604
Dennis I. Belcher Partner T: +1 804 775 4304
Hed Amitai Partner T: +44 20 7632 1609
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RESULTS DEPEND ON A VARIETY OF FACTORS UNIQUE TO EACH CASE. PRIOR RESULTS DO NOT GUARANTEE OR PREDICT A SIMILAR OUTCOME.

Representative Matter

Non-UK domiciled high net worth individuals

Advising non-UK domiciled high net worth individuals on structuring their personal and business assets around the world, in order to optimize their estate planning in an international context, as well as advising on income tax planning in connection with those assets.
Representative Matter

High net worth individuals

Acting for high net worth individuals resident in various jurisdictions from the U.S. to Europe and owning property in a diverse range of locations, assisting with international co-ordination of estate and tax planning, asset protection concerns and wealth structuring.
Representative Matter

High net worth individuals

Advising high net worth individuals on the law of residence and domicile, including appropriate planning opportunities and risks in order to achieve a flexible and tax efficient overall estate plan and income tax position.
Representative Matter

International familes

Acting for international families with members based in the UK, advising on cross border estate planning and the implications of becoming deemed domiciled in the UK, including advice on the remittance basis of taxation relevant to income and capital gains.
Representative Matter

Families with members resident and domiciled in different jurisdictions

Acting for families with members resident and domiciled in a number of different jurisdictions, to ensure fairness and efficiency in generation planning, taking into account the diverse tax regimes and laws of succession where the family members are located.
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Hed Amitai Hed Amitai
Partner
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1609
F: +44 20 7632 1638
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Michael H Barker Michael H. Barker
Associate
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 1679
F: +1 804 698 4675
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Milt Cerney Milton Cerny
Counsel
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 202 857 1711
F: +1 804 698 2278
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Adam M Damerow Adam M. Damerow
Associate
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 849 3681
F: +1 312 698 4553
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William M Long William M. Long
Partner
77 West Wacker Drive
Suite 4100
Chicago, IL 60601-1818

T: +1 312 750 8916
F: +1 312 920 6591
vCard
Richard Risino Richard LM Risino
Associate
11 Pilgrim Street
London EC4V 6RN
United Kingdom

T: +44 20 7632 1708
F: +44 20 7632 1638
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Justin Trent Justin F. Trent
Attorney
One James Center
901 East Cary Street
Richmond, VA 23219-4030

T: +1 804 775 4728
F: +1 804 698 2110
vCard
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August 11, 2009
Results 1-20 of 25