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Simon Malkiel

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"Simon Malkiel
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Calm, reassuring and practical. He balances first class technical abilities with a keen eye for what solutions are best for the client in question.

Legal 500 UK 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 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 Malkiel is very good at keeping track of details crucial to client planning and managing projects." Legal 500 UK 2024
  • Ranked Band 4, Private Wealth Law, Chambers HNW 2023
  • "Simon is an absolute master of the practicalities and what to do next." Chambers HNW 2023
  • "Simon has great technical knowledge but is also good at bridging that gap from the technical to getting the client to understand and be happy." Chambers HNW 2023
  • "Simon is a really good technical lawyer who is good to work with. He is very good at securing the objectives and he puts a lot of effort into finding a solution." Chambers HNW 2023
  • Listed as Key Lawyer, Personal Tax, Trusts and Probate, Legal 500 2023
  • "Simon Malkiel is my go-to lawyer on anything trusts and IHT-related. Responsive, client-friendly, on top of the legislation and practice." Legal 500 2023
  • "Simon Malkiel is extremely good on complex technical matters." Legal 500 2023
  • "Simon Malkiel – Very technically able and a creative thinker." Legal 500 2023
  • Ranked, Private Wealth Law, Chambers HNW 2022
  • "Simon is great, he is excellent on the tax side of things and he is very pragmatic in his approach too." Chambers HNW 2022
  • "Simon is a proactive and very commercial private client lawyer who is able to cut through to the key points and advise practical solutions to those." Chambers HNW 2022
  • Listed as Key Lawyer, Personal Tax, Trusts and Probate, Legal 500 2022
  • "I have worked with Simon Malkiel who is incredibly personable and focused on providing practical solutions for his clients"
  • Ranked, Private Wealth Law, Chambers HNW 2021
  • "Simon is one of the best intellects in the private client world. He has such a good knowledge of relevant legislation and he's also very creative in his thinking, which is a real asset." Chambers HNW 2021
  • "Simon is really empathetic to difficult client situations. He is really proactive and good at keeping things on track." Chambers HNW 2021
  • Ranked, Private Wealth Law, Chambers HNW 2020
  • "He is very solid and has a very caring approach to clients." Chambers High Net Worth 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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