Ben Rosen

Spear’s Review

Historically, Quastels partner Ben Rosen has focused his advice on HNW individuals and their families who are seeking to move to the UK, handling their pre-arrival planning and post-arrival tax structuring. However, given the changes to the UK’s tax regime, including inheritance tax, he has increasingly advised clients seeking to leave the UK.

Rosen, who works with clients on property investments, trusts and family investment companies, tells Spear’s that his strength is not just in the tax expertise he provides, but in making complex and often emotional issues easier for his clients. ‘Being good at tax is a given; what makes an excellent adviser is making the information more digestible,’ he says.

Despite refocusing some of his efforts to outward UK clients, he adds that there are still plenty of people looking to relocate to Britain. ‘We’ve identified an influx of US nationals who are attracted to the UK.’

Adviser Profile

Ben is a versatile and commercially minded private wealth lawyer with a broad range of experience in advising individuals, families and companies, both UK and international, on UK tax, trust and succession planning matters. With an eye on the interplay between emerging technology, including blockchain and artificial intelligence, and private wealth, Ben provides advice that is future proof and built for the next generation.

As a partner at Quastels and full member of STEP, Ben combines technical expertise and a unique modern approach with emotional intelligence that many clients seek and highly value.

Having spent many years at prestigious City law firms, at Quastels Ben advises on the full spectrum of private wealth matters, with a solutions-based approach, including:

• UK tax for UK and international clients;
• Trusts;
• Wills and estate planning;
• Residence and domicile;
• Mental capacity;
• Business and agricultural property;
• Succession and governance; and
• Digital assets in the wealth space.

Together with his experience in the traditional private wealth space, Ben is valued for his multi-jurisdictional knowledge and network. Many of his clients have a non-UK nexus, whether through residence, assets or family ties across several jurisdictions. He has a particular focus on clients connected to the Middle East and Latin America, and maintains a strong European network, often with a Swiss dimension. His experience and connections enable him to navigate the challenges faced by international families with complex structures and needs.

Technical expertise is often a given, but Ben is also valued for his pragmatic and emotionally intelligent approach in overcoming and solving complex personal aspects of private wealth matters.