Ten Old Square members have considerable expertise in advising clients on private client tax matters, most notably inheritance tax and capital gains tax. This includes estate planning for individuals, as well as the taxation of trusts and estates. Several of our barristers are ranked as leading individuals for personal taxation in the legal directories.
Our barristers also advise and represent clients in tax disputes with HMRC. We also have barristers who act for HMRC in leading tax cases as members of the Attorney General’s Panel.
The Legal 500 ranks Susannah Meadway and Georgia Bedworth as leading juniors for Private Client: Personal Tax.
For more information or to instruct our barristers, please contact our clerks.
Our barristers’ expertise includes:
We primarily advise on IHT and CGT issues, but we are also able to provide advice on other taxes, notably income tax (including Pre-Owned Assets Tax) and SDLT, in particular where they relate to our other core areas of practice, such as trusts and estates.
Our barristers are among the editors of Mellows: Taxation for Executors and Trustees (online) and also edit Williams on Wills (11th edition, 2021).
Key tax cases in which our barristers have been involved include:
David Schmitz has written an article for Thomson Reuters Practical Law on Rukhadze & Others…
Jonathan Gavaghan is speaking at the Association of Partnership Practitioner’s main workshop tonight on “Partnerships,…
James Kirby was instructed as junior counsel for the successful appellant, HMRC. The Court of…
James Kirby represented HMRC in HMRC v HFFX LLP [2024] EWCA Civ 813, the latest…
On 12 October 2023, the Court of Appeal gave judgment in BCM Cayman Ltd v…
On 21 March 2023, the Upper Tribunal (Tax and Chancery Chamber) handed down judgment in…