Josh Lewison

+44207830081

Josh Lewison

Barrister  |  Radcliffe Chambers
JURISDICTIONS QUALIFIED IN

England and Wales, California

TOP AREAS OF EXPERTISE

Trusts, Estates, Insolvency

Q&A

What has been the highlight of your practice over the past 12 months?

Seeing off a silk in a case about trust accounts and having part of my skeleton argument immortalised in Snell.

How did you get into private client?

Trusts were the most interesting part of the law course at university and in practice private client has the perfect mix of intellectual challenge and human interest.

What advice would you give rising stars/new lawyers in the private client world?

Make sure you get out and meet people, and don’t turn work away.

What is your favourite quote?

Go big or go home.

Do you have any outside interests or hobbies?

Having a 2.5 year old son doesn’t leave room for much else, but I like taking photos on film.

When the restaurants reopen, where would you like to go?

Bellanger, in Islington.


Chris Hards

+44 1481 752306

Chris Hards

Managing Associate  |  Ogier
JURISDICTIONS QUALIFIED IN

Guernsey

TOP AREAS OF EXPERTISE

Employee incentives and pensions
Private Wealth
Probate and Estates


Richard Laignel

+44 1534 514151

Richard Laignel

Managing Associate  |  Ogier
JURISDICTIONS QUALIFIED IN

Jersey

TOP AREAS OF EXPERTISE

Employee incentives and pensions
Private Wealth
Trusts Advisory Group


Emma Holland

+44 (0)20 7936 8070

Emma Holland

Senior Associate  |  Stewarts
JURISDICTIONS QUALIFIED IN

England and Wales

TOP AREAS OF EXPERTISE

Trust disputes
Probate disputes
Court of Protection

What has been the highlight of your practice over the past 12 months?

Our team being awarded Contentious Trusts and Estates Team of the Year at the Chambers HNW Awards (and also being nominated as a star associate at the same).

What advice would you give rising stars/new lawyers in the private client world?

Don’t worry too much about planning a career path; if you focus on doing what you have in hand to the best of your ability that will be recognised and opportunities will arise.

When the restaurants reopen, where would you like to go?

A local Italian in Battersea called Antipasto which never disappoints.


Sam Williams

+441534 601638

Sam Williams

Group Partner  |  Collas Crill
JURISDICTIONS QUALIFIED IN

Jersey

TOP AREAS OF EXPERTISE

Contentious trust litigation
Commercial disputes
Injunctive relief

Q&A

What has been the highlight of your practice over the past 12 months?

My highlight of 2020 has been successfully settling the Crociani v Crociani litigation for my trustee client after nearly four years of involvement, including a 12-week trial, an appeal, injunctions and a compensation inquiry. The multi-party settlement was complex and itself took a year to conclude.

How did you get into private client?

When I relocated to Jersey from London in 2012, the importance of the trust industry to the jurisdiction meant that my litigation practice soon came to be predominantly rooted in the private client world.

Do you have any outside interests or hobbies?

I am a keen musician and enjoy staying active with my young children!

When the restaurants reopen, where would you like to go?

Currently my favourite is El Tico in St Ouen's Bay. The atmosphere is relaxed and the sunsets over the Bay are spectacular.


Natasha Kapp

+441481741541

Natasha Kapp

Partner  |  Carey Olsen
JURISDICTIONS QUALIFIED IN

South Africa
Guernsey
England and Wales (not practising)

TOP AREAS OF EXPERTISE

Trusts and Private Wealth
Family Office
Trust Litigation

Q&A

What has been the highlight of your practice over the past 12 months?

I advised on and represented a high profile private client in respect of the rectification of a trust set up as part of his pre US residency planning and which had failed to meet the requirements to qualify as a foreign non grantor trust with very substantial tax consequences in excess of $50million for the client. We were successful in pushing the boundaries and reframing the approach to rectification resulting in a successful rectification with retrospective effect giving effect to the client’s original intention and avoiding the adverse tax consequences. I have been advising on the establishment of a philanthropic foundation to support the empowerment of women in the developing world through the use of technology and I have also been advising a family office in connection with social impact investments in biotech and health technology. I have advised and assisted in the restructuring and redomiciliation of a private trust company and more than 50 underlying companies holding assets in excess of 5bn across 5 jurisdictions to Guernsey.

How did you get into private client?

I moved to Guernsey 12 years ago and joined Carey Olsen’s fiduciary team who already had a market leading practice advising private clients and professional trustees. I have assisted in growing the practice in particular in the region of family offices and have built up strong relationships with trust professionals both on and off island and have the privilege of being trusted adviser to many of them.

Do you have any outside interests or hobbies?

I enjoy playing tennis whenever workloads and family commitments allow. Travel and food adventures.

When the restaurants reopen, where would you like to go?

Italy.


Sarah Aughwane

+442075976828

Sarah Aughwane

Senior Associate  |  Withersworldwide
JURISDICTIONS QUALIFIED IN

England and Wales

TOP AREAS OF EXPERTISE

International trust disputes
International and domestic inheritance issues including a particular focus on 1975 Act claims

Q&A

What has been the highlight of your practice over the past 12 months?

Acting for Mrs Cowan in the landmark Cowan v Foreman 1975 Act claim.

Do you have any outside interests or hobbies?

I’m an obsessive but incompetent skier.

When the restaurants reopen, where would you like to go?

The Harwood Arms


Nicholas Heuer

+1 312 902 5549

Nicholas Heuer

Senior Associate  |  Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN

USA

TOP AREAS OF EXPERTISE

Cross-Border Tax and Succession Planning
Family Office and Business Governance
Global Reporting and Disclosure Regimes

Q&A

What has been the highlight of your practice over the past 12 months?

Assisting two non-US trustees restructure twenty-six trusts, including their underlying direct and indirect business interests, in a tax neutral manner that maximizes benefits for future US beneficiaries, protects each beneficiary’s privacy, and creates more administrative and cost efficiency in respect of the global structure.

What advice would you give rising stars/new lawyers in the private client world?

Only create complexity when necessary.

What is your favourite quote?

"Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved." - Helen Keller


Kyra Motley

+44 20 7079 8223

Kyra Motley

Partner  |  Boodle Hatfield
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP AREAS OF EXPERTISE

Wealth structuring
UK tax advice
Succession planning

Q&A

What has been the highlight of your practice over the past 12 months?

Continuing to be able to grow and develop relationships with clients despite the logistical difficulties of the global pandemic.

How did you get into private client?

I did a lot of work with corporate tax and then moved into private client

What advice would you give rising stars/new lawyers in the private client world?

I would recommend that new lawyers in the private client world find a distinguishing feature for their practice that differentiates them from all other private client lawyers. I would also advise that they strive above and beyond the everyday legal work required by the client and by providing additional services they will build a very strong relationship with the client as a trusted advisor.

Do you have any outside interests or hobbies?

Walking my dogs and wine.

When the restaurants reopen, where would you like to go?

Boisdale of Belgravia.


Di Fu

+13124643127

Di Fu

Associate  |  Loeb & Loeb
JURISDICTIONS QUALIFIED IN

USA

TOP AREAS OF EXPERTISE

International tax planning & structuring
Succession planning and global family governance
Tax compliance, regularization, voluntary disclosure procedures and global reporting classification and compliance (i.e., CRS / FATCA)

Q&A

What has been the highlight of your practice over the past 12 months?

Assisted in establishing a charitable foundation dedicated to the life of a world-renowned architect

What is your favourite quote?

"As heaven maintains vigor through movements, a gentle man should constantly strive for self-perfection. As earth's condition is receptive devotion, a gentle man should hold the outer world with broad mind." - The I Ching.