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Company

Howard Kennedy

Position

Partner

Index

Legal

Tax & Trust Advisers

Tax & Trust Lawyers

Location

London, United Kingdom

Advice type

Events and entertainment

Cross-border

Non-contentious

Legal - Tax, wills & trusts

Estate planning

Client types

Entrepreneurs

Business owners

International non-doms

International UHNWs

UHNW families

Geographical focus

United Kingdom

United States

India

Sector focus

Accounting

Business and Consumer Services

Wealth Management & Private Banking

Profile

Liz Palmer

Description

Spear's Review

Liz Palmer is head of private client and family at Howard Kennedy, where she provides clients with advice on inheritance tax mitigation and devolution of family wealth.

The disconnect between jurisdictions when it comes to interpreting Common Reporting Standard (CRS) rules can be a recipe for disputes with the taxman. ‘You can get a scenario where a piece of CRS compliance arises in one of the offshore jurisdictions for an individual who’s never had any requirement to report that structure to their domestic tax authorities,’ Palmer explains.

In any case, she is always there to help her clients: ‘It can be a bit frightening, a bit confusing, and [my role is] to get their affairs tidied up as neatly and as painlessly as possible.’

Adviser Profile

Liz Palmer's clients are diverse but what they all have in common is a need for clear, commercial, and tax-driven private wealth planning advice to achieve succession without dispute. She leads the private wealth sector and private client and family teams.

Palmer advises wealthy families, business owners, property investors and creative clients about inheritance tax mitigation and the devolution of family wealth. She regularly acts for non-UK res/dom individuals and specialises in the creation of offshore trusts.

Her practice has a UK/US estate planning focus and often involves cross-border succession planning for international clients with personal and business assets all over the world.

Rank: Recommended

Recommended 2020, Tax & Trust Lawyers

Address

London Bridge 1, London, SE1 9BG, United Kingdom

Email

Liz.Palmer@howardkennedy.com

Phone

+44 20 3755 5645

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