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Boodle Hatfield has strengthened its Private Client and Tax team with the appointment of Baker & McKenzie partner Salpy Kouyoumjian.

Salpy, who joins the firm on 27 January, has a strong international client base with a particular focus in advising ultra high net worth individuals and families and trustees in Russia, CIS and the Middle East. She is fluent in Arabic, French and Armenian.

Salpy brings to Boodle Hatfield considerable experience in designing and establishing bespoke international asset-holding and wealth management structures including private trust companies, limited partnerships and family offices. She also has experience in advising entrepreneurs and senior executives on exit strategies for disposing of investments, share options and structuring and deferring UK tax in relation to both income tax and capital gains tax.

Commenting on her move Salpy said: “Boodle Hatfield is one of the world’s leading private client law firms with a first class domestic and international client base. I am looking forward to continuing my career with the firm and supporting its continuing growth.”

Sara Maccallum, Head of the Private Client and Tax and Senior Partner at Boodle Hatfield said: “We are delighted with Salpy’s decision to join Boodle Hatfield. We continue to be focused on further expanding our international private client offering and her excellent skills and client-base will be a great asset to our international team.”

Private Client Partner Tax JobsRussell-Cooke has grown its private client practice with the hire of partner Andrew Godfrey.

Andrew joins from Penningtons Manches where he led the charity and Italian sectors in their London private client department. He advises families, individuals, charities and corporate entities on all aspects of private client law including estate planning, wills and administration, cross-border issues, tax planning and regularisation of tax affairs, as well as establishing charities and providing on-going advice.

His practice includes UK based clients and those with international affairs.

Representative experience includes:

– regularising clients tax affairs in cross-border situations, involving Liechtenstein Disclosure Facility and UK/Swiss Agreement;
– cross-border estate planning – succession and tax issues with a particular focus on Italy and the US;
– UK resident non-UK domiciled capital tax planning and remittance basis issues, for example restructuring of property holding companies further to ATED introduction;
– UK estate planning, including business property relief, agricultural property relief and heritage property relief;
– Wills;
– trust advice, involving large family trust structures, onshore and offshore;
– administration of estates;
lasting Powers of Attorney, living wills and healthcare proxies, including in cross-border situations.

Andrew is fluent in Italian, is the treasurer and committee member of the British Italian Law Association; and is also a member of ATT (Association of Tax Technicians), STEP (Society of Trust and Estate Practitioners) and the Charity Law Association.

Richard Frimston, partner and head of the private client group, commented “Andrew’s expertise not only strengthens our cross-border offering but his experience and character will also ensure our professional and bespoke service to clients remains second to none”.

Osborne Clarke has today launched a dedicated private wealth practice for high net worth individuals and families across the world.

The practice is led by new partners Stuart Janaway and Andrew Goodman, with further appointments to follow throughout 2015.

Andrew joins Osborne Clarke from Taylor Wessing, where he was a Partner in its Private Client Group. Stuart joins Osborne Clarke from a boutique private client firm, New Quadrant Partners, where he was a partner. They will serve the firm’s UK and international clients across Osborne Clarke’s offices.

The practice will provide the full range of private client advice, including international tax and estate planning, immigration, property advice and, when needed, litigation support. The team will work closely with other departments of the firm to provide seamless advice to clients on their personal, business and charitable concerns.

Commenting on their appointment, Stuart said: “Osborne Clarke has a terrific reputation for representing entrepreneurial and fast growing businesses. Managing the wealth they generate is an important part of the advice and support the firm provides. Both Andrew and I are excited by the opportunity to build a dedicated private client practice that reflects the entrepreneurial approach of the firm.”

Ray Berg, UK Managing Partner, Osborne Clarke adds: “Stuart and Andrew’s arrival at Osborne Clarke is the first step in creating a new, innovative private client offering that reflects the culture and approach of our firm. Andrew and Stuart both have first class reputations and are well-known and respected in the industry. We look forward to the contributions they will bring.”

bristol tax jobsAndrew brings to Osborne Clarke considerable expertise and experience in advising UHNW individuals and their families. He regularly acts for multinational families with cross-border interests on investment structures and succession planning, as well as representing trustees in the UK, Jersey, Guernsey, Switzerland and the Cayman Islands. Andrew also has extensive experience in philanthropy, establishing and advising family foundations and larger charities alike.

private client jobsStuart also acts for UHNW international families, trust companies, charities and private banks. He spent part of his career at AllianceBernstein, a large US investment management company, where he was head of its UK private client business, and has subsequently built a strong US private client base. He also has significant experience in advising on private investment funds and tax efficient investment structures.

Private Wealth JobsKarl Woolley has joined Bircham Dyson Bell as a Partner with effect from today (12th Jan 2015).

Mr Woolley was previously with Pinsent Masons where he was Head of their Private Wealth practice. Prior to 2010 he held partnership positions with SJ Berwin and Addleshaw Goddard.

He is well known in the private client arena for facilitating transactions on behalf of clients, drawing on his substantial network of private bankers, investors and other private client practitioners to do so.

Genevieve Larson has joined Withers in San Francisco as a partner, with effect from November 2014.

She joins from Farella Braun + Martel, where she has worked for the past 6 years as a Family Wealth Attorney.

withers tax jobsGenevieve counsels individual clients on estate planning, business succession planning, philanthropy and probate and trust administration. To implement plans tailored to meet the objectives of clients in disposing of assets in a tax efficient manner, she drafts sophisticated revocable trusts and irrevocable trusts. She also assists clients in succession planning for family owned business entities, including the implementation and maintenance of governance systems designed to meet the family objectives. In addition, her experience includes guiding fiduciaries through all aspects of probate and trust administration, including settlement of disputes and probate litigation.

Genevieve also counsels public charities and private foundations. She assists clients in establishing tax-exempt organizations and obtaining federal and state tax exemption. Her practice includes advising organizations on best practices in governance and operations, fundraising and tax compliance.

For many clients, Genevieve provides business and tax advice structured specifically to the markets in which her clients work. She has gained a deep understanding of the agriculture industry, and in particular, the wine and fruit and nut tree production. With clients located throughout California’s vast agricultural hot beds of Napa, Sonoma, Sutter and Mendocino counties, her industry experience provides an understanding of the roles and responsibilities of successful businesses, and the importance of tax strategies and effective, open succession plans to the long-term health of a family-owned business.

May, May & Merrimans and Lincoln’s Inn solicitors, Hunters, are to merge with effect from 1st April 2015. The combined firm will have 120 staff and a total of 530 years’ experience (Hunters was founded in 1715, and May, May & Merrimans, founded in 1786).

The firm will be known as Hunters, incorporating May, May & Merrimans, and the main office will be at 9 New Square, Lincoln’s Inn.

Hunters has practised from its 17th century premises in Lincoln’s Inn for almost 300 years, a mark of the firm’s stability and permanence. This continuity is reflected in the lasting service given to clients old and new. The firm concentrates on looking after its clients’ individual needs; a partner is personally responsible for every client. This special relationship, often built up over many years, is the bedrock of the practice.

Similarly, May, May & Merrimans’ approach is client-based, offering the personal attention of one partner to the client’s overall objectives, while calling on the expertise of specialist colleagues as required. Great importance is attached to establishing and maintaining long-term relationships with clients, and many clients have been with the firm for generations.

richard taylorRichard Taylor, Senior Partner at May, May & Merrimans said:
“We believe our two firms to be an ideal fit in terms of focus, ethos and commitment to providing a high quality and cost effective service to clients. By joining forces we will produce one of the largest private client departments in the country, with the expertise and resources required to maintain the highest standards in what has become a very specialist area.”

private client lawyersPaul Almy, Senior Partner at Hunters said:

“It is our responsibility to keep evolving so that we continue to be a leading Lincoln’s Inn law firm for many generations to come. May, May & Merrimans have an exceptionally strong private client department and a very well established property practice. Their team will provide us with significant strength in depth ensuring that we continue to offer a comprehensive service to all of our clients.”

Mills & Reeve Tax Partner JobsJustin Ripman has been promoted to Senior Partner at Mills & Reeve

Justin joined Mills & Reeve in 1991 and is a private tax and landed estates expert. He has previously headed-up the firm’s private tax team and has been a key player in building private client work as a core sector at Mills & Reeve.

He is a member of the Country Land and Business Association, National Tax Committee. He also sits on the Society of Trust and Estate Practitioners (STEP) Technical Committee.

 

gateley tax jobsThe Manchester office of UK law firm Gateley has welcomed a team of four lawyers to its Private Client team with the appointment of partner, Philip Laidlow, solicitors Leanne Booth, Saadia Javed and a further solicitor to arrive in January on completion of maternity leave.

Philip is a leading industry figure and has had a number of articles and books published. He is author of Tolley’s Tax Planning for Post-death Variations, editor of Tolley’s Tax Havens and regularly contributes articles to a range of industry journals. He is also a founder member of the Society of Trust and Estate Practitioners (STEP) and a former chairman of its Manchester and East Midlands branches.

The team will work alongside wealth management firms, financial advisers and accountants, advising clients throughout the UK on tax and estate planning matters. They have a strong relationship with a FTSE 100 wealth management company. The team also has a particular niche in care fee planning and an Isle of Man practice.

Philip Laidlow commented: “This is an exciting time to be joining the firm and I look forward to developing our service offering. Boasting a range of specialities, the Manchester and wider team is well placed to meet the legal and financial advisory needs of the individuals we represent.”

 

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