Kyra Motley

+44 20 7079 8223

Kyra Motley

Partner  |  Boodle Hatfield
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

UK tax advice for clients in an international context
International wealth structuring
Sharia wealth planning

Q&A

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

A highlight has been really growing my practice in the first year of being a Partner, which grew four-fold and continues to grow. This is so rewarding as it brings in more work from existing clients where I am able to provide a holistic full service family office offering to the client. A new client instruction is rewarding as the holistic approach encourages families to remain clients of the firm for centuries to come.

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.


Richard Baldock

Richard Baldock

Managing Partner  |  Baldock Associates
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Multi-National Families
Simple Structure


Iain Younger

+44 (0)207 833 3500

Iain Younger

Director  |  Frank Hirth
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

US tax considerations affecting non-US trusts and succession planning
US Federal income tax compliance
Foreign Account Tax Compliance Act (FATCA) advice & compliance

RECOMMENDED SPECIALISMS

Accountancy Firm
Tax Advisory Firm

Q&A

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

Advising an international family on an initial expatriation event from the US and subsequent entry back into US residency. This involved significant planning with regards existing non-US trusts and structuring of gifts.

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

Be interested in your clients. Advice is so much more powerful if you understand the drivers & motivations of your clients.

What sets you apart from your peers?

I have been fortunate to work at Frank Hirth for almost 20 years, which has given me the ability to have a specialist focused area (trust & estate) within a wider private client practice. This has allowed me to go beyond a “generalist” approach to the area that I focus on l, but still allowing me exposure to other issues facing the private client.


Jordan Williams

+44 (0)203 039 3040

Jordan Williams

Senior Client Partner  |  Artorius
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

Family Office Advisory
UK Real Estate (Residential & Commercial)
Wealth Management

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Investment Office

Q&A

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

Developing a robust, long-term, investment, wealth management, and family governance framework and strategy for a wealthy multi-generational family, fulfilling the role of their Family Office. At the outset, the family had little idea about: the wealth they had (their worth, the composition of their wealth, where potential risks lay), the purpose of their wealth, what they wanted to achieve with their wealth whilst having no succession planning provisions, little protection of the family wealth from various outside factors, and no measures to ensure the accountability of their advisors. The family now have an accountable Family Office structure with a bespoke investment and wealth management strategy (which includes access to Alternatives such as Real Estate and Private Equity), with clearly defined mandates that aim to meet specific objectives over the short, medium and long term which we helped them establish, monthly consolidated reporting across their entire estate providing clear visibility of their wealth, enhanced family governance which includes an Investment Policy Statement, a Family Charter, and clear succession plan, as well as an online portal providing document library and access to all aspects of their wealth from anywhere in the world. I have helped make a massive difference to their lives – most importantly – they have now more time, and are more relaxed, to enjoy their life.

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

"It’s all about relationships – creating new ones but importantly spending time and exerting energy in maintaining those which are existing.
I would advise anyone to take a meeting because you never know what that meeting will yield. I have developed my client base and network from scratch – simply from meeting as many people as I can, not be afraid to be told ‘no’, persevering, and focus on your natural abilities."

What sets you apart from your peers?

I love my job, I love the people I work with, and I thoroughly enjoy the interaction I have with my clients who I am able to establish extremely productive relationships with. I take great pride in my role as their Trusted Advisor and in understanding the needs of the family’s I work with, I am proactive, diligent and will always pick up my phone. I am able to deliver entirely unconflicted and impartial advice to my clients and can clearly demonstrate my motivation to think long-term and serve generation after generation"

What is your favourite quote?

“When the world says give up, hope whispers try it one more time”


James von Simson

+44 (0)203 131 6167

James von Simson

Investment Director  |  Tilney
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

On and offshore investment management
Family business advisory
Philanthropy advising

RECOMMENDED SPECIALISMS

Financial Advisory Firm

Q&A

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

The number of times just doing the simple things right has reduced clients’ complexity and led to a step change improvement in clients’ business, strategy or investment performance.

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

Quickly get comfortable saying “I don’t know” without worrying if it will make you look bad (It’s quite the opposite)

What sets you apart from your peers?

A broader range of experience and qualifications

What is your favourite quote?

“All men dream: but not equally. Those who dream by night in the dusty recesses of their minds wake in the day to find that it was vanity: but the dreamers of the day are dangerous men, for they may act their dreams with open eyes, to make it possible.” - T. E. Lawrence


Inno van den Berg

Inno van den Berg

Co-Founder  |  Victoria Private Investment Office
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Private Investment Office


Charlotte Thorne

+44 (0)20 7543 1500

Charlotte Thorne

Founding Partner  |  Capital Generation Partners
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

Investment management
Good governance
Family wealth

RECOMMENDED SPECIALISMS

Private Investment Firm

Q&A

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

Winning some fantastic new clients thanks to a great team effort and genuine connectivity with the clients.

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

Build your networks and share your knowledge and contacts. Everyone likes working with professional, generous and genuine people.

What sets you apart from your peers?

We only ever do what’s right for our clients.

What is your favourite quote?

“We often miss opportunity because it is dressed in overalls and looks like work” Thomas Edison


Paula Steele

Paula Steele

Managing Partner  |  John Lamb
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Financial Advisory Firm


Gordon Spinks

Gordon Spinks

Senior Partner  |  Dixon Wilson
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Tax Advisory Firm
Accountancy Firm


Nimesh Shah

+44 (0)207 544 8746

Nimesh Shah

Partner  |  Blick Rothenberg
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

Taxation of non-UK domiciled individuals and offshore trusts
Interaction of UK corporate and personal taxes for entrepreneurs and owner-managed businesses
UK property taxation

RECOMMENDED SPECIALISMS

Tax Advisory Firm
Accountancy Firm

Q&A

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

I have advised a number of non-domiciled individuals on the ‘cleansing’ opportunity, which closed on 5 April 2019. The HMRC rules and practice were incredibly complex and my role was to navigate through the provisions and apply in practice, under a time constraint, to achieve the objective of generating clean capital which could be used in the UK. The end result of these exercises was extremely valuable for our clients, allowing them efficient access to monies in the UK which they did not previously have.

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

Always put yourself in the shoes of the client. The technical side of the work we do should be given, but it’s the approach and client experience which garners success, and this is only achieved through understanding what the client wants.

What sets you apart from your peers?

We are genuine partner-led service and I am very ‘hands on’ with all my clients. Client service is absolutely central to everything we do, and is never compromised.

What is your favourite quote?

Treat others how you would want to be treated in life