T: +44 117 915 4927
Adele qualified within the International Tax and Trusts team in September 2018 as a Solicitor, having previously studied Spanish and Italian at university and worked within a real estate firm servicing international clients whilst living overseas.
Adele works on a breadth of private client matters but her primary focus is advising on UK tax for non-domiciled individuals, offshore trust compliance and drafting and international succession matters.
Adele also assists with cross-border estate matters particularly where there is an Italian or Spanish connection and deals with HMRC enquiries.
Examples of work include drafting tax reports for a mixture of non-res UK dom and non-res non-dom individuals; drafting reports for offshore trust companies and private banks covering topics such as UK property investment, recommended property holding structures and UK tax implications; UK matching rules relating to CGT and IT; legal, tax and regulatory reporting requirements for trustees in a range of scenarios; succession and IHT planning; protected trusts, tainting and excluded property.
Examples of work also include assisting with the set-up of trusts and drafting a range of trust documents (trust deeds, deeds of variation, deeds of appointment and retirement), acting as the main point of contact for an Italian speaking beneficiary and her Italian lawyers in the renunciation of an estate and in obtaining a UK grant of probate and liaising with Spanish notary regarding a UK estate with Spanish property.
Adele speaks Spanish and Italian.