People

Simon Malkiel

Partner, Head of Wealth and Succession

Primary Expertise

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"Simon Malkiel
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Simon is extremely good technically but really good with clients, has a great way of explaining things but really sympathetic. When he talks to you, feels like you're the only person in the room. 

Chambers high net worth 2024
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 Wealth and Succession 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

  • Ranked as a Leading Partner, Personal Tax, Trusts & Probate, Legal 500 2026
  • Ranked Band 3, Private Wealth Law, Chambers HNW Guide 2025
  • Simon was recommended in Citywealth 2025 Leaders List. 
  • "Simon Malkiel is excellent and is always on hand for practical technical advice." Legal 500 UK 2025
  • "Simon Malkiel has the right combination of client handling skills and deep technical knowledge. Simon is ably assisted by Laura Lea, who also has great client handling skills." Legal 500 UK 2025
  • "Simon Malkiel is very good at keeping track of details crucial to client planning and managing projects." Legal 500 UK 2024
  • Ranked Band 3, Private Wealth Law, Chambers High Net Worth 2024
  • "Simon specialises on the inheritance tax side and estate planning, he is very responsive, straightforward and an expert." Chambers High Net Worth 2024
  • "Simon deals with complex high profile tax planning matters extremely well. He is technically a good lawyer, capable of thinking creatively and comes up with interesting ideas." Chambers High Net Worth 2024
  • Simon is extremely good technically but really good with clients, has a great way of explaining things but really sympathetic. When he talks to you, it feels like you're the only person in the room." Chambers High Net Worth 2024

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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