Structuring, Tax, Trusts, Regulation & Jurisdictions Expert Council 

Katharine Haggie

Katharine is Partner, Family Office Services at Rawlinson & Hunter.

 

She advises families on the structuring of their business and personal interests with a focus on international aspects. She has managed significant family projects handling a broad range of queries, and works with many advisers in the UK and internationally to service the needs of clients.

 

Following nine years of experience across general practice and professional teaching, Katharine joined Rawlinson & Hunter in 2015 as a business tax specialist, assisting clients to structure their affairs efficiently as well as meeting the demands of associated compliance. In January 2018 she commenced a secondment to the Firm’s Singapore office where she spent three years advising clients in Asia on their UK tax exposure, structuring both personal and business interests internationally and leading and developing the local tax services in Singapore.

 

Katharine returned to Rawlinson & Hunter in the UK with extensive knowledge of the Singapore tax system and a strong understanding of the international exposure for those with multi-jurisdictional interests. She is a key component to our Family Office services which works to the needs of families across the UK and internationally.

 

Katharine is an Associate of the Chartered Institute of Taxation (CIOT), a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and a member of the Society of Trust and Estate Practitioners (STEP).

Christian Lyk

Christian Lyk is Partner, CEO at KENDRIS Ltd.

 

As Chief Executive Officer, Christian Lyk is responsible for the operational management of KENDRIS and also holds the position of Responsible Officer FATCA.

 

He has extensive experience in regulatory and compliance matters and specialises in providing cross-border financial, tax, estate planning and family office services to ultra-high net worth individuals (UHNWIs).

 

Christian Lyk began his career in a law firm before joining one of the Big 4 where he held a managerial position in the field of tax consulting. He has been with KENDRIS for more than 15 years, first as Head of the Tax Department and then as Office Managing Partner of the headquarter located in Zurich. 

 

Richard Joynt

Richard is a Director of Highvern and Head of Family Office.

 

He qualified as a Chartered Accountant in 1997 and holds an MBA from Warwick University. As well as having expertise in financial accounting and strategic financial planning, Richard has devoted the last 20 years of his career to the Family Office sector.

 

He was the Director of a prominent Single Family Office from 2002-2012 and led the Multi-Family Office division of a prominent international fiduciary services firm from 2013 to 2021, dealing with Ultra High Net Worth individuals and their families from many jurisdictions including Europe, the US, the UAE and Russia.

 

He has specific expertise in private equity, luxury assets, cryptocurrencies and philanthropy. At Highvern, Richard is responsible for managing some of the more complex client relationships, often with innovative structures.

 

He is frequently asked to write articles for leading publications and regularly speaks at international conferences on specific issues relating to Family Offices.

Sue Nickason

Sue Nickason is a Director of Dart Family Office, based in the Cayman Islands.  Sue also serves as a director of the Cayman Islands Family Office Association and on the board of Cayman Finance, and she is a member of Private Client Global Elite. Originally from Canada, Sue earned a BA from Mount Allison University and an MBA from the University of Guelph.

 

Sue has examined with the Investment Migration Council, the worldwide forum for investment migration, bringing together the leading stakeholders in the field. The IMC sets global standards, provides qualifications and publishes in-demand research in the field of investment migration aimed at governments, policy makers, international organizations, and the public.

 

Through her studies, Sue gained an understanding of the opportunities and challenges that globally mobile HNWI’s face when they consider residency and as such, she is able to provide insights on jurisdictional considerations.  Sue continues to remain informed on the programs available in various jurisdictions and can extend introductions to a network of private client advisors who assist individuals with their residency considerations.

Camilla Wallace

Camilla is a Partner at Wedlake Bell.

 

Camilla advises high-net-worth individuals, both UK and non-UK domiciliaries, on estate planning to mitigate the incidence of inheritance tax and control the devolution of estates using lifetime gifts, trusts and tax-efficient wills. She also provides advice to clients on capital gains tax and income tax mitigation strategies as regards lifetime tax planning.

 

She has spent many years acting for the trustees of various family trusts, including those of significant value. This has involved dealing with the legal and tax problems which trustees commonly face, be they the needs and requirements of beneficiaries (and occasionally disputes with them) or the management of trust assets. Her expertise covers areas such as landed and agricultural estates, heritage houses and chattels, investment management including residential and commercial property, and global tax-efficient structures.

 

Camilla has experience of both offshore and onshore trust structuring and advising trustees and beneficiaries in relation to the day-to-day management and administration of trusts and estates.

 

Camilla is a member of the firm’s Offshore, Family Office and India Groups.

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