About
William’s experience and expertise is often called upon to devise strategies to protect the wealth of his clients and to find innovative solutions to the complex issues and challenges they face. Many of William’s clients are household names, drawn from the worlds of business, property, finance, media and the arts.
William’s client-base includes UHNW families and trustees, many of whom own established and well-known businesses. In several instances, he has been advising the same clients for over two decades, building a level of trust and understanding which only comes from investing time and energy into client relationships over the long term.
William is highlighted in key leading directories, Legal 500 and Chambers & Partners, and is reported as being “very charming and has a reassuring manner; he elicits a lot of confidence in clients due to his approach” and that his “problem-solving and responsiveness are on point.” He is also listed as a Top Recommended Tax Lawyer in the 2024 Spear’s 500.
William is admitted to practise in England and Wales.
Experience
- Designing and implementing practical and effective succession plans for families with significant assets, ensuring the wealth is protected for future generations against the threats of tax, possible divorce, family disputes and financially immature heirs.
- Advising owners of high-profile and successful family businesses on pre-sale structuring to incentivise key management and to maximise returns, whilst also effecting tax efficient succession plans for the family.
- Advising the trustees of significant family trusts to enable them to carry out their responsibilities in such a way as to meet the beneficiaries’ requirements.
- Leading a complex court application for trustees of a valuable family trust to ensure the profitable business could be preserved in its current form to avoid a forced sale.
