Patrick is a Chartered Tax Adviser specialising in private client tax, working with high net worth and ultra-high net worth individuals, as well as their trustees.
He has extensive experience advising on the UK tax treatment of offshore trusts and corporate structures, helping clients address historic tax issues through disclosure programmes and providing strategic advice on the future of these arrangements.
Patrick holds an LLM in Tax Law from King’s College London.
Key experience
- Advising individuals moving to and from the UK on the Statutory Residence Test and the UK tax implications of their relocation, including reviews of associated offshore structures,
- Assisting with disclosures relating to complex offshore structures, including quantifying historic liabilities and preparing technical analyses under relevant disclosure facilities,
- Advising on the de-enveloping of UK residential property held within offshore structures in response to increased UK tax exposure through ATED and inheritance tax charges,
- Advising on the establishment of Family Investment Companies and Family Limited Partnerships for UK-resident individuals.
Interests
Patrick lives in East London with his wife and two sons. Outside work, he enjoys walking in the mountains during the summer and skiing in the winter.