WIGGIN OSBORNE FULLERLOVE - Key Persons
Job Titles:
- Consultant
- Solicitor
- Solicitor ( Consultant ) London
Andrew Leeke is a property lawyer with extensive experience in all types of property law including residential, commercial and agricultural. Andrew is a consultant with Wiggin Osborne Fullerlove.
Job Titles:
- Solicitor
- Solicitor / London
Chloe is a private client lawyer who advises on tax, trust and estate planning matters for high net-worth private clients, families and their structures.
Chloe advises UK and internationally-mobile clients on a broad range of issues, with a particular focus on UK tax planning, the establishment and taxation of wealth-holding structures and estate and succession planning.
Chloe also assists clients with HMRC tax enquiries, as well as private trust and estate disputes.
Job Titles:
- Solicitor
- Business and Commercial Law Specialist
- Solicitor / Cheltenham
- Trustee of the Francis W Reckitt Arts Trust
Chris is a business and commercial law specialist who assists private clients, family-owned companies, trusts and other wealth-holding structures, in dealing with their corporate and commercial affairs.
Chris' work includes giving advice on establishing companies and LLPs, recommending appropriate shareholding structures and putting in place shareholders' agreements. Chris has also acted in the sale and purchase of privately-held entities and provides business and commercial support to a variety of entities on various issues. In his practice, he commonly gives advice dealing with day-to-day corporate administration, but his work covers a broad range of commercial matters, including the interpretation of commercial agreements and considering internal corporate governance.
Chris also advises on the incorporation and registration of charities and assists with their ongoing administration.
Chris has spent a number of years advising and assisting a privately-held corporate entity in its day-to-day affairs, most notably in its efforts to obtain compensation from a sovereign state via international investment arbitration and the enforcement of the resulting awards.
Chris joined Wiggin Osborne Fullerlove in 2004, having trained at Wiggin & Co (now Wiggin LLP) between 2002 and 2004.
Chris is also a trustee of the Francis W Reckitt Arts Trust which assists professional artists in need who require short periods away from home in order to carry out or complete their work or convalesce following illness.
Job Titles:
- Partner
- Partner / Cheltenham
Edward is a private wealth lawyer whose practice has a particular focus on tax and trust law. Ed advises a range of high net worth individuals and institutional clients on a range of matters including cross-border tax planning, establishment and taxation of trusts, estate planning and philanthropy. Ed also has a wealth of experience advising in relation to high level trust and estate disputes.
Job Titles:
- Solicitor
- Solicitor / Cheltenham
Elizabeth is a private client lawyer known for the expert advice and dedicated legal service she delivers to high net worth individuals. She has particular expertise in the areas of trusts, probate and estate administration as well as elderly client work.
Elizabeth's work includes advising clients in relation to UK and cross-border estates, both in contentious and non-contentious circumstances. She also provides advice to UK and non-UK trustees, and carries out a wide range of trust administration work such as producing trust accounts and submitting HMRC tax filings.
Elizabeth deals with the preparation and registration of Lasting Powers of Attorney and also the registration of Enduring Powers of Attorney.
Job Titles:
- Solicitor
- Solicitor / London
Genevieve is a private wealth lawyer who specialises in advising high net individuals and families in relation to their tax, trust and estate planning.
She has particular expertise in tax planning for internationally mobile clients, including advising on the application of the statutory residence test, the operation of the remittance basis and the UK taxation of offshore trusts. Genevieve worked in Switzerland for a number of years and the majority of her work has an international element.
Genevieve also works with trustees advising them on the establishment and management of trusts and other asset holding structures.
George is a private client lawyer who specialises in tax, trust and estate planning for high-net worth individuals, trustees and family offices.
A large part of George's practice involves an international element; he regularly advises non-UK-domiciled individuals and offshore structures on UK tax and cross-border planning. George also assists clients with HMRC tax enquiries.
Job Titles:
- Partner
- Partner / Cheltenham
Hannah is a private client lawyer who specialises in advising internationally mobile high net worth clients on a broad range of issues.
She has particular expertise in tax planning for UK resident but non-UK domiciled individuals and their families, including in relation to the establishment and taxation of trusts, remittance planning and associated issues, estates and succession planning. Her practice further covers advising on the steps non-UK resident individuals should take prior to becoming UK resident to ensure tax efficiency.
Hannah enjoys working with a broad range of clients, often across generations, and finds it rewarding to offer solutions to complex problems.
Job Titles:
- Partner
- Partner / Cheltenham
Matthew is a specialist UK tax lawyer who lends his expertise to a wide range of individuals and financial institutions.
Matthew's primary focus is the structuring of private wealth through trusts, companies, life assurance policies, collective investment vehicles and hybrid entities. Matthew advises individuals, trustees, life companies, private banks and investment businesses. His work often involves an international element.
Recognised as a leading UK tax lawyer, Matthew has been at the forefront of innovation for a number of years, particularly in the life assurance sector.
Where required, Matthew assists clients with enquiries from HMRC, and is frequently involved in HMRC and Treasury consultation processes on tax matters.
Job Titles:
- Partner
- Partner / Cheltenham
Matt is a private wealth lawyer whose practice covers a wide range of work for high net worth private clients. He has particular expertise in the areas of trusts, foundations, succession and tax planning for internationally-mobile individuals and families and their structures. Matt has a reputation as a leading advisor for the Next Generation / NextGen of wealth holders, with experience in helping clients incorporating pro-ethical objectives and governance in wealth structures.
Matt's work includes advising non-UK domiciled individuals on UK taxes as well as creating succession-focussed structures for international clients.
Matt assists clients with HMRC tax enquiries and processes, and provides advice to UK and non-UK trustees and other trust parties on all areas of trust law and administration. He also advises on corporate and indirect taxes as they affect private wealth structures, and on compliance matters relevant to private clients and private wealth service providers.
Matt commonly works in conjunction with advisors in other jurisdictions to help internationally-mobile clients implement planning that works across all areas of their lives.
Matt worked for a number of years in Switzerland, for leading UK and Swiss law firms, and has an extensive practice dealing with UK/Swiss cross-border private wealth matters.
Job Titles:
- Partner
- Partner / Cheltenham
Michael is a private wealth lawyer whose areas of expertise include advising clients in complex commercial disputes, coordinating concurrent and related litigation processes and advising international clients in civil and criminal law cross-border disputes.
While Michael's clients are commonly based in the UK, Israel, and Eastern and Western Europe, he has a wealth of experience in advising clients with legal proceedings in many other jurisdictions.
Michael also assists clients in the management of assets and investments, including the set-up and administration of complex business structures in European and off-shore jurisdictions. Michael has particular expertise working with family offices of multi-jurisdictional families.
Michael was born in Russia, where he lived until moving to Israel in 1994. He has been based in the UK since 2007. Michael is fluent in Russian, Hebrew and English, and is also admitted to practice law in Israel.
Job Titles:
- Solicitor
- Solicitor / Cheltenham
Micol is a private client lawyer with a strong interest in cross-border advisory work. Her work covers a wide range of international private client areas, concentrating in particular on wealth structuring for client with cross-border tax, trust and succession planning issues. Micol has native/bilingual fluency in Italian, French, Spanish and English; she also has professional fluency in German.
Job Titles:
- Trainee Solicitor
- Client Trainee Solicitor
- Trainee Solicitor / Cheltenham
Niamh Austin is a private client trainee solicitor, with particular interest in international private client estate planning advice; she will be training with Wiggin Osborne Fullerlove.
Job Titles:
- Partner
- Partner / Cheltenham
Paul is a private wealth lawyer with more than 30 years of experience advising across a wide range of work types for high net worth private clients.
Paul is a private wealth lawyer with more than 30 years of experience advising across a wide range of work types for high net worth private clients. He has particular expertise in the areas of trusts, succession and tax work for international clients and families and their structures.
In his role, Paul advises a broad spectrum of clients including entrepreneurs, families with inherited wealth, entertainers and film producers, often with an international element and including both UK resident (domiciled and non-domiciled) as well as non-UK resident individuals. He advises on the tax, trust and related issues arising out of high value divorce settlements and also has expertise in cross-border corporate tax structuring.
Paul worked for a decade in a management and legal role for a multinational private company, and therefore has special experience with which to advise international business owners.
Job Titles:
- Partnership Secretary
- Partnership Secretary / Cheltenham
- Solicitors
Paul is a well-renowned lawyer with more than 16 years of senior management experience in running law firms.
Prior to becoming involved in the full-time management of law firms, Paul was a commercial litigation lawyer with over 20 years' experience: in the course of his litigation practice, he represented clients before the House of Lords and the European Court of Human Rights.
Paul's day-to-day work involves overseeing the firm's financial and operational affairs, safe-guarding its status as a modern practice at the forefront of private wealth work. Paul is the firm's Money Laundering Compliance Officer ("MLCO") and has responsibility for all aspects of Wiggin Osborne Fullerlove's compliance program including GDPR.
Job Titles:
- Consultant
- Solicitor
- Solicitor ( Consultant ) London
Paul Wilson is a property lawyer whose practice covers a wide range of work types for high net worth private clients, families and charities. Paul is a consultant with Wiggin Osborne Fullerlove, having previously been a Partner with Wiggin & Co.
Job Titles:
- Partner
- Partner / Cheltenham
Rose is a private wealth lawyer whose practice focuses on international succession planning for UHNW individuals and families, the creation and structuring of trusts, family governance, defensive structuring and general tax planning work. She is an industry-leading advisor of Next Generation / NextGen wealth owners.
Bringing years of expertise to the role, Rose's specialist areas include creating bespoke wealth preservation structures that incorporate best practice governance principles and robust defence mechanisms to protect against family conflict and external attacks. She advises on sustainable succession plans and works with families to identify and manage disruptions. She has received industry recognition and awards for her creation of an innovative ownership and decision-making entity for use within offshore wealth preservation structures.
Rose works closely with families, their trustees, advisors and family offices. Her work has a strong international flavour and she commonly works with next-generation family members. A major element of Rose's role is working with families to design family constitutions as an integral component of their planning. She has significant practical experience in structuring and advising family offices.
Job Titles:
- Advisor
- Head of Trust Management and Accounting ( Non - Lawyer )
- Head of Trust Management and Accounting ( Non - Lawyer ) Cheltenham
Simon is a dual-qualified accountant and trust practitioner, specialising in work for high net worth private clients. He has particular expertise in the areas of trusts, foundations and company administration and accounting along with related compliance matters.
Simon provides accounting for complex trust and company structures as well as a full administrative service for individual and trust/company tax reporting, FATCA/CRS, UK Trust Register and other compliance matters.
Simon has worked in the private wealth industry since 2007, having previously worked as a company accountant.
Job Titles:
- Managing Partner
- Partner
- Managing Partner / Cheltenham
Stephen is Wiggin Osborne Fullerlove's Managing Partner.
Stephen's areas of specialism include personal and structure tax work, complex wills and succession planning, UK and non-UK trust laws and a wide range of services for owner-managed businesses. He works for a varied portfolio of clients - including UK and international individuals and organisations - and has a strong track record for client care.
Job Titles:
- Partner
- Partner / Cheltenham
Stephen is a private client lawyer whose practice covers a wide range of work types for high net worth private clients, families and charities.
Stephen's areas of specialism include personal tax work, HMRC enquiries and disclosures, complex wills and succession planning, charity law, UK and non-UK trust and foundation laws, structuring and succession of owner-managed businesses as well as creating and advising family offices.
Stephen has been a member of the Law Society's Tax Law Committee (and Capital Taxes Sub-Committee) since 2009 and is frequently involved in HMRC and Treasury consultation processes on tax matters. He was also a member of the Law Society's Wills and Equity Committee between 1998 and 2009.
Stephen is a regular conference speaker, article writer and contributor to national and professional media on tax, trusts and charity law.
Job Titles:
- Partner
- Senior Partner
- Senior Partner / Cheltenham
Tim has been Wiggin Osborne Fullerlove's Senior Partner since the de-merger of Wiggin & Co in 2003.
Tim's areas of specialism include corporate and commercial and private client work for clients with international interests, and he has extensive experience in managing cross-border dispute resolution processes. His work varies greatly from matter to matter and clients include UK and international individuals and organisations.