Gareth has broad experience in private client work, with particular expertise in asset protection and succession planning. He deals particularly with the creation, administration and rearrangement of trusts and other asset holding structures, to ensure tax efficiencies and inter-generational security. He is frequently instructed to give tax and structuring advice in conjunction with the firm’s Disputed Wills and Trusts team, and also in relation to trust and private client elements of corporate transactions. In addition, Gareth has a wealth of experience in dealing with lifetime and post-death planning for high net worth individuals and their families. He is a member of the Shoosmiths Private Wealth team.
Recent work highlights include:
- Advising on and implementing the reorganisation of a large and complex corporate and trust based structure, holding a significant national property portfolio valued in excess of £40m.
- Assisting a client with cryptocurrency holdings of c.£80m in relation to succession planning and related tax and confidentiality issues.
- Advising the trustee owners of a confectionary manufacturing business on its £15m sale, including securing and maximising available tax reliefs and ensuring compliance with trustees duties to the beneficiaries throughout.
- Negotiating with the trustees of a significant family trust on behalf of a beneficiary to secure her a substantial monthly income and outright funds for the purchase of a sizeable property.
Gareth is listed in the Chambers High Net Worth directory where he is recognised for being "a good listener" who has "a terrific sense of humour, and is not intimidated by others." The Legal 500 rankings for 2021 also noted Gareth for being “always approachable, diligent and extremely understanding”. He was ranked as one of the Top 35 Under 35 private client advisers by Eprivateclient in 2015, 2016 and 2017.
Gareth joined Shoosmiths in 2021, having previously spent ten years at city firms Charles Russell Speechlys LLP (2011-2021) and prior to that Macfarlanes (2007-2010), where he trained and qualified. He studied law at St Edmund Hall, Oxford, before attending the Oxford Institute of Legal Practice.