Ms Beatrice Puoti > Stephenson Harwood > London, England > Lawyer Profile

Stephenson Harwood
1 FINSBURY CIRCUS
LONDON
EC2M 7SH
England

Work Department

Employment, pensions, private wealth, immigration, contentious trusts and corporate tax

Position

Beatrice’s primary focus is advising UK residents and non-residents, domicile and non-domicile individuals, private banks, trustees, and family offices, on their international tax, trust, and estate planning issues.

Beatrice has an extensive portfolio of clients and specialises in a European tax and trust practice with a particular expertise on Italian issues.

Beatrice also has significant experience in advising financial institutions and trustees on international trust and tax matters and on the ownership, structuring and acquisition of UK and non-UK real estate.

Beatrice also specialises in cross-border estate planning issues with a particular focus on all issues arising from Roman Law and Common Law application.

Beatrice is also recognised one of the leading individuals in the UK private wealth community. She is ranked by the Legal 500 for expertise in Personal Tax, Trusts and Probate and by Chambers & Partners for Private Wealth, Family Offices & Funds Structuring and Foreign Expertise (Italy), with interviewees commenting “Beatrice is excellent at representing high-end clients with complex, multinational issues”. Others comment “Beatrice is a trusted adviser. She is technically very able. Her client-handling skills are second to none. Her emotional intelligence is phenomenal, which helps her to deliver what the client needs.” Beatrice has been included in the Private Client Global Elite for many years, as well as the Spear’s Indices for Top Recommended Tax & Trusts lawyers and eprivateclient’s 50 Most Influential list.

Lawyer Rankings

London > Private client > Personal tax, trusts and probate

Stephenson Harwood is praised as a ‘powerhouse’ that has ‘an incredible bench of partners in terms of experience and strength’. Clients range from multi-millionaires to ultra-high-net-worth individuals and families with billions of pounds in assets. Its clients are typically entrepreneurial and international, and a particular focus of the practice is on complex structuring with an international angle, particularly where a business or corporation is involved. It also frequently advises on governance for family businesses, and related issues which arise during the transfer of wealth to the next generation. Key figures include the ‘excellentJames Quarmby, and Emily Osborne. Osborne has a keen interest in succession planning and governance issues for business families. Jonathan Conder is especially experienced in acting for families with a US connection, and for families from South East Asia. Michael Rutili is a trusted adviser to numerous (mostly European) private clients, their families, and businesses. Beatrice Puoti focuses on international tax, trusts, and cross-border estate planning for UK and non-UK resident and domiciled clients.