Simon has a broad chancery practice, acting for clients both in contentious and non-contentious matters involving wills, trusts and estates.
Advising on Inheritance Tax, CGT and other taxes is a large part of Simon’s practice. He is currently training to become a Chartered Tax Advisor, and has recently passed his advanced technical paper in IHT and Trust Taxation, as well as the accountancy component of the qualification. He advises on all aspects of taxation related to trusts and estates, and regularly assists in complex matters such as Home Loan schemes, Employee Benefit Trusts and offshore trust matters. Simon also has a large amount of experience in drafting trust deeds and related documentation.
Simon also regularly acts in trusts and estates litigation, and has acted for numerous clients in claims involving rescission of trusts, removal of trustees, VTA claims and blessing applications.
Simon is a contributing author to Snell’s Equity, writing the chapters on trust administration and trustee powers. In addition to practice at the bar, Simon is an Associate Professor of Law at the University of Oxford, where he teaches, amongst other things, Succession Law, Trusts and Taxation of Global Wealth.”
