Stuart is a Partner in the Private Wealth team at Osborne Clarke, specialising in tax and wealth structuring advice for UK and international families.
Stuart’s clients range from large multi-national families through to landed estates and businesses. He also acts for a number of trust companies and private banks in the Channel Islands, Switzerland and Caribbean, as well as for not for profit organisations.
Stuart has significant experience in advising families in the structuring of their business, investment and charitable interests, including the establishment of private investment funds and companies. These families often have assets and members in many jurisdictions.
Stuart qualified as a solicitor in 1999 and practised for eight years with a leading city firm before joining a US investment management company, where he was latterly Head of their UK Private Client business. As a result Stuart has a great deal of experience in planning for US tax payers.
Stuart joined Osborne Clarke in 2015 from boutique private client firm New Quadrant Partners. He is a member of the Society of Trust and Estate Practitioners and is described in the Legal 500 as ‘very client friendly and able’. He was named in the Top 50 of UK tax advisers by Spears Magazine and is recommended in the Spear’s 500 for tax and trust law.
Insights
Autumn statement 2022 | What tax measures can the UK expect?
UK government U-turns on package of tax cutting measures
Emergency fiscal event announces a package of tax cutting measures
Spring Statement maps out the UK government's tax plan
Autumn Budget 2021 | What tax measures were announced?
Autumn Budget 2021 | What tax measures can we expect to see?
Spring Budget 2021 | What tax measures were announced?
The extension of tax support measures for businesses featured prominently, paving the way for tax rises later
Stamp Duty Land Tax surcharge rise for non-UK resident buyers is almost here
Increased costs due to the new 2% surcharge could affect some UK resident buyers
Spring Budget 2021 | What tax measures can we expect to see?
An extension of tax support measures for business is possible but it is questionable whether now is the right time...
Spring Budget 2021: Is a rise in Capital Gains Tax rates likely?
The Covid-19 crisis has exacerbated the need to raise additional tax revenues – and an increase in CGT rates won't...