Robert is an experienced lawyer who provides advice to individuals, families, trustees, executors and beneficiaries on issues relating to succession, trusts and UK personal tax. He has particular experience in the structuring and taxation of wills and trusts, and also advises on probate, powers of attorney and deeds of variation.
His clients are successful entrepreneurs, farmers and professionals and also families with inherited wealth.
- Succession planning
- Inheritance tax
- Capital gains tax
- Trusts and the taxation of trusts
- Lasting powers of attorney
- Probate / administration of estates
- Deeds of variation
- Advised manufacturing entrepreneurs worth £60m on their succession plan to include restructuring their existing trusts and creating trusts in their wills to claim business property relief.
- Acted for a high-net-worth family in connection with their succession plan and the creation of a new lifetime trust to hold the significant net sale proceeds of private limited company shares where business property relief had already been claimed.
- Drafted the will of a Lloyd’s name and then acted in the administration of his complex estate.
- Wound up a valuable will trust which held a farm worth £11m.
- Advised a property entrepreneur worth £50m on the restructuring of his will and various lifetime trusts to make them more tax-efficient and to better protect complex family arrangements.
- On behalf of a magic circle lawyer, successfully persuaded HMRC that a lifetime gift of part of a large manor house was not a gift with a reservation of benefit.
- On behalf of a senior judge, drafted and advised on a deed of variation for asset protection purposes.
Please note: The experience list above may include examples of work completed prior to joining Keystone Law.
Top-ranked in the Chambers High Net Worth Guide in 2018 and 2019 for Private Wealth Law
“He has a lovely bedside manner. I think he is very personable and has got the right personality for private client work. I think people will feel at ease with him.” Chambers High Net Worth 2018
“He’s got a good client-friendly personality and he’s a very organised individual. He adopts a very thoughtful, creative approach to the problems presented to him.” Chambers High Net Worth 2018
In 2009 named as a Top 35 Under 35 Practitioner in the publication Private Client Practitioner (now ePrivateclient)
Member of STEP (the Society of Trust and Estate Practitioners)
Robert qualified as a solicitor in 2007. Prior to joining Keystone Law in 2019, he worked at the following firms:
- DMH Stallard
- Rawlison Butler
- Stephenson Harwood
- Thomas Eggar