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Simon Malkiel is 'fantastic with highly technical issues and is able to think creatively to explore all possible options for his clients. He is very clear on protecting his clients from the risk of interference from the HMRC'.

Personal Tax, Trusts and Probate – London, Legal 500 2018
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
  • Simon is ranked in Chambers HNW 2018 for Private Wealth Law, London. "He is very personable and is diligent and has strong technical expertise, but is practical and understands clients’ needs and implements on a practical basis," says an interviewee. "He is a tech whiz-kid; he is so great in the way he thinks - he really is fantastic," enthuses a barrister, adding: "He is very measured, his soft skills are great - he is very quiet and dignified and I get the feeling that clients really take confidence in him. If you suddenly found yourself in a tax mess you would take real confidence in the way he presents himself."
  • Simon is quoted in Legal 500 2018 for Personal Tax, Trusts and Probate, London. He is described as being "fantastic with highly technical issues and is able to think creatively to explore all possible options for his clients".
     
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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