The Legal 500

Twitter Logo Youtube Circle Icon LinkedIn Icon
NO.1 LONDON BRIDGE, LONDON, SE1 9BG, ENGLAND
Tel:
Work 020 3755 6000
Fax:
Fax 02036507000
Email:
Web:
www.howardkennedy.com

Simon Malkiel

Tel:
Work 020 3755 5587
Email:
Howard Kennedy LLP

Work Department

Private Client.

Position

Partner. Simon advises high-net-worth individuals, families and trustees in connection with estate planning and wealth structuring for tax mitigation, succession and asset protection. This will often involve the use of trusts and he is widely experienced in the establishment, administration and restructuring of trusts, both in the UK and offshore. He acts for domestic UK clients and those with an international dimension, such as UK resident non-domiciled taxpayers, foreign clients with UK assets or those coming to or leaving the UK. Simon also specialises in the preparation of complex wills for high-net-worth individuals, often incorporating trusts for asset protection and tax planning purposes, as well as to cater for difficult family situations.

Career

Trained FSI; qualified 2001; partner Howard Kennedy 2011.

Member

Member of the Association of Taxation Technicians and the Chartered Institute of Taxation.

Education

Hasmonean High School, London (11 GCSEs, three A levels); London Guildhall University (Law Degree 2(1)); College of Law, London (Legal Practice Course).

Leisure

Family, sport.


London: Private client

Personal tax, trusts and probate

Within: Personal tax, trusts and probate

Howard Kennedy LLP has an ‘excellent team with very good strength and depth and a very good international outlook’. John Annetts heads the administration and estates team and is ‘smart, able, calm and experienced. He deals with difficult situations with great assurance’. The ‘very bright’ Liz Palmer shows ‘great attention to detail and makes one feel at ease when discussing complex legal matters. She is very good at explaining difficult issues to her lay clients’. Simon Malkiel is ‘fantastic with highly technical issues and is able to think creatively to explore all possible options for his clients. He is very clear on protecting his clients from the risk of interference from the HMRC’. Senior associate Nick Mendoza ‘deals with huge probates with multiple elements with calmness and poise’. It has a diverse client base of high-net-worth individuals and families based both in the UK and internationally.

[back to top]


Back to index

Legal Developments in London

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to