Catharine Bell helps clients to identify and execute their true goals in terms of structuring their private wealth for succession planning and asset protection purposes. She advises high net worth individuals and their families in relation to a broad range of their private client needs. Her work includes exploring various wealth holding vehicles (trusts, foundations and companies, for example) and considering with the client how they want their wealth to devolve. Catharine's work also requires an in-depth knowledge of conflict-of-law issues that may affect decision-making for the client.
Nicholas Jacob, TEP
Nick Jacob advises on sophisticated private wealth planning, putting together plans that provide for family succession, the protection of the family business, the avoidance of family disputes, and all aspects of international family governance. He is a trusted adviser to a number of globally significant families, and is well recognised for his understanding of family governance psychology.
He advises on estate plans to provide efficiently for assets and family members in multiple jurisdictions, and is a specialist in all aspects of trust planning, especially in relation to trusts holding family businesses, and in relation to planning to avoid losses on divorce. He also specialises in UK taxation for individuals and trusts, and cross-border taxation co-ordination.
Anthony Thompson advises on estate planning for high net worth private clients; the creation and structuring of trusts (both for individuals and professional trustees), family governance and general tax planning work.
Anthony has advised high net worth clients for over 25 years. Many of his clients originate from outside the UK. Much of the work Anthony does involves advising individuals and families on their international estate planning in relation to their business and non-business wealth. This includes advice on trust structuring, succession planning, family governance, residence, domicile and UK taxation. A major element of his role is to understand the family's needs and concerns and to design and put in place structures to meet those requirements.
Daniel Ugur advises international individuals, families, trustees, beneficiaries, family offices and private banks on succession planning, personal taxation and trust law. Taxes, family disputes and divorces can all affect a client's personal wealth and assets. Daniel works with clients to understand their aims and objectives and as a result puts together efficient plans to achieve these.
Daniel has a particular focus on dealing with the succession of family businesses. He works with the family to set up family governance measures to help succession planning run smoothly.