John Grundy
Personal tax and estate planning including wills, trusts, family investment companies, powers of attorney, estate and trusts administration, inheritance and capital gains tax planning for both UK and non-UK cased individuals/families. Examples include advising a multi-national family on estate planning and structuring, including residence and domicile issues, creating excluded property trusts and protecting the family wealth through a combination of trusts and pre/post marital agreements; advising a successful business owner on the use and establishment of an unlimited liability investment company structure to mitigate inheritance tax, income tax and capital gains tax and protect the family wealth; will structuring for UHNW individuals with foreign, business and agricultural property, including liaising with lawyers in Spain, Australia and US over the course of the last 12 months; advising on trustee residence issues, including the application of the double taxation treaty with Australia. · Mills & Reeve LLP
About
Partner at Mills & Reeve LLP specialising in personal tax and estate planning for UK and non-UK individuals and families, including wills, trusts, family investment companies, powers of attorney, estate and trusts administration, and inheritance and capital gains tax planning. Advises multinational and UHNW families on cross-border residence and domicile issues, trustee residence and double taxation treaty matters (including with Australia); trained at SGH Martineau and qualified as a solicitor in 2003, and is chairman of STEP Birmingham.
Practice areas
Office
Expertise
Admissions
- Solicitor (England and Wales), qualified 2003