Tax and Private Client

Tax and succession planning go hand in hand. Taxation has become increasingly complex and the mitigation of tax, in all its forms, is a key consideration to ensure private wealth can be preserved when passed down through generations.

We can assist with:

Inheritance tax planning

Income Tax, CGT, ATED, Stamp Duty and SDLT

Onshore and offshore tax planning structures – trusts, foundations

Tax advice for individuals moving to or from the UK

Residence and domicile status for UK tax purposes

Taxation of non-UK domiciled or resident individuals

Lawyers in focus

Mark Nierada

Mark Nierada – Consultant Solicitor

I have over 30 years’ experience as a private client solicitor in the UK and internationally. I am a full member of STEP and admitted to practice in the UK and Dubai. I am authorised as a professional trustee by Malta Financial Services Authority.

I advise UK and international clients with assets in multiple jurisdictions on a broad range of international and domestic tax, trust, succession and estate planning matters. Many of my clients are non-UK domiciled, and much of my work has an international dimension. I have considerable experience of establishing tax efficient, cross-border, asset-holding structures (including trusts, foundations and alternative investment structures) for the preservation of assets and for succession planning purposes, including fixed succession planning.

My USP is that I give advice that is straightforward and pragmatic. I am tenacious in representing my clients’ best interests and achieving the best possible outcome for my clients.

I am happy to discuss, without obligation, the feasibility, viability and commercial reality of any case or matter before you engage me. Where possible I will agree fixed or capped fees.

Lawyer’s profile

I have found Jane Lockyer at Setfords one of the best leisure property lawyers in the sector and feel comfortable with any situation that arises and would have no hesitation in recommending her services....