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Simon Malkiel goes above and beyond for his clients.

Chambers High Net Worth 2020
About

Simon Malkiel advises UK and international high-net-worth individuals, families and trustees on tax and succession planning, wealth structuring and asset protection. He heads up the Trust, Tax and Estate Planning team. 

Simon acts for a growing and diverse client base of high-net-worth clients including entrepreneurs, business owners, real estate investors, and individuals in the sports, entertainment, and art sectors.

He advises both domestic UK clients and those with an international dimension to their affairs such as UK resident non-domiciled taxpayers, foreign clients with UK assets (particularly UK homes or other real estate holdings), or those coming to or leaving the UK.

His practice focuses primarily on estate and succession planning, inheritance tax and capital gains tax planning and mitigation, residence and domicile advice and related UK tax issues, asset protection and wealth structuring advice, and UK and offshore trusts and other structures.

Simon guides clients through the preparation of wills, typically incorporating trusts for tax/succession planning purposes, as well as to cater for complex family situations, and lasting powers of attorney.

Simon is dual-qualified, being both a solicitor and a Chartered Tax Adviser.

Recent work
  • Providing UK trust, tax, legal and succession advice to members of an ultra-high-net-worth family and their offshore structures, comprising both non-UK private equity investments and substantial UK real estate holdings.
  • UK tax, structuring and succession advice concerning high-value UK residential properties held by senior members of an overseas royal family.
  • Advising on trust and personal tax implications arising out of a complex UK real estate financing/development transaction, where the ultimate beneficial owners are two offshore trusts.
  • Advising the principal directors and shareholders of an international business, including the UK domicile and residence position of the shareholders, UK tax implications and related family/succession matters.
  • UK tax and structuring advice for members of a high-net-worth family investing in UK residential real estate.
  • Advising a client regarding the preparation of his will incorporating complex trusts for the benefit of his spouse and the children of his first marriage to achieve an equitable division, maximum asset protection and tax efficiency.
  • Advising the trustees of an offshore trust in connection with sheltering a UK based collection of contemporary art from UK tax.
Accolades
  • "He is very solid and has a very caring approach to clients." Chambers High Net Worth 2020
  • Simon is listed as a key lawyer for Personal tax, trusts and probate by Legal 500 2020.
Did you know

Simon is a lifelong Spurs fan. He is also a malt whisky enthusiast.

The two are, for the most part, unconnected.

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