About
Rafael is a dual-qualified Associate from Charles Russell Speechlys’ UK & International Private Client Group with a strong foundation in Brazilian and international tax law, investments and private banking, and international business law. Experience includes international tax and succession planning, relocation of individuals and families, submission of Brazilian personal and corporate income tax returns, personal and corporate tax accounting, advice on the tax consequences of transactions with trust structures and crypto assets, amongst others. He has a particular interest in crypto assets and their challenges, especially those related to tax consequences and compliance.
Rafael is qualified to practice in Brazil as a lawyer (`advogado`) and in England and Wales as a Solicitor. He is an Affiliate of The Society of Trust and Estate Practitioners (STEP) and holds an investment certification – CPA-20 – from the Brazilian Financial and Capital Markets Association (ANBIMA).
Experience
- Advising an ultra-high-net-worth family on the drafting and implementation of the agreed international estate and succession planning in relation to multi-jurisdictional assets.
- Advising ultra-high-net-worth individuals and families on pre- and post-immigration planning to different jurisdictions, such as the United Kingdom, Portugal, Switzerland, and the Bahamas.
- Advising a high-net-worth entrepreneur couple on their pre-immigration planning from Brazil to the United Kingdom, including the application of the statutory residence test, as well as planning the management of clean capital funds and advice on possible mixed funds consequences.
- Advising a UK-based fintech on operating in Brazil, including the creation and implementation of a personalised system to monthly comply with tax rules on local crypto taxation and compliance.