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Simon Malkiel

Simon Malkiel:

Partner

Simon advises high net worth individuals, families and trustees in connection with estate planning and wealth structuring for tax mitigation, succession and asset protection. This will often involve the use of trusts and he is widely experienced in the establishment, administration and restructuring of trusts, both in the UK and offshore.
 
He acts for domestic UK clients and those with an international dimension, such as UK resident non-domiciled taxpayers, foreign clients with UK assets or those coming to or leaving the UK.
 
Simon also specialises in the preparation of complex wills for high net worth individuals, often incorporating trusts for asset protection and tax planning purposes, as well as to cater for difficult family situations.
 
He is a member of the Association of Taxation Technicians and the Chartered Institute of Taxation.

Recent work

  • clients regarding the preparation of wills incorporating trusts for the benefit of spouse and children for asset protection and tax efficiency
  • a non-UK domiciled client regarding a UK property investment and setting up an offshore holding structure to avoid inheritance tax and capital gains tax
  • the administrator of an estate in relation to a substantial claim in the Jersey court against the trustees of an offshore trust
  • in connection with the restructuring of a series of offshore trusts in light of changes to foreign tax laws
  • trustees of an offshore trust in connection with sheltering a UK based collection of contemporary art from UK tax
  • elderly clients concerning the preparation of lasting powers of attorney
  • trustees of a UK trust concerning the possibility of restructuring the trust to mitigate UK income tax
  • a recently emigrated family regarding the planning possibilities for their UK assets

Random fact

Simon enjoys malt whisky tasting, and is a Tottenham Hotspur supporter who is old enough (just) to remember “the good times”.