Private client
Mishcon de Reya LLP ‘distinguishes itself from the other main London law firms by being perceived as an innovative and progressive law firm’. It has ’a reputation for excellence and high-quality practitioners’. Charlie Sosna spearheads the practice, which offers a blend of overseas tax planning, planning advice for UK-based entrepreneurs, and corporate structuring work for its clients. Major clients include private individuals and their families, businesses, family offices, and trust structures, and its client base is global. Among the other key individuals are Andrew Goldstone and Filippo Noseda. Noseda is a dual-qualified English solicitor and Swiss lawyer. Kassim Meghjee advises UK and international clients on all aspects of personal and business taxation. Another name to note is Patrick Harney, who has a particular specialism in US-UK and UK-Irish cross-border tax advice. Martin Davies heads the Middle East practice, and David Whittaker, Stuart Adams, and Nicola Simmons are highly recommended. There have been a number of additions to the team, including Marianne Kafena, who joined in January 2024 from Harbottle & Lewis LLP.
Legal 500 Editorial commentary
Mentions
Profile
Work Department
Mishcon Private
Position
Andrew is a Partner in Mishcon Private and heads up the Tax group. He advises high net worth UK and international families and trustees on all aspects of UK and offshore tax, succession planning and trusts. He regularly advises on residence and domicile issues including the statutory residence test, business investment relief and the locations of offshore trusts. He advises on philanthropy and the establishment of charitable trusts and foundations. His diverse range of clients cover all sectors and ages and include many high profile names.
Andrew also advises entrepreneurs and key executives on relevant tax reliefs and tax efficient investments, such as IHT Business Property Relief, CGT Entrepreneurs Relief, Enterprise Investment Schemes and Venture Capital Trusts.
He is a published author on tax and estate planning, has written numerous articles and is quoted widely in the national press. Andrew has been included in the Citywealth Leaders List since 2010 and is a member of the Society of Trust and Estate Practitioners (STEP).
Career
Partner, Mishcon de Reya LLP; Managing Director, Freeman Business Information plc; RSM Robson Rhodes (specialising in capital taxes advice for entrepreneurs); Solicitor, Lawrence Graham (Tax Department); Articled Clerk, Lawrence Graham; College of Law, Guildford; Cambridge University (Law)
Memberships
Andrew is a member of the Almeida Theatre Development Council.
Content supplied by Mishcon de Reya LLP
Testimonials
Collated independently by Legal 500 research team.
‘Fiona Lewsey is outstanding. She was incredibly empathetic, highly professional, very constructive and proactive, exceptionally responsive and nothing was ever too much trouble for her. Fiona oozes integrity and having her client's best interests at heart, and nothing was ever too much for her.'
‘David Whittaker - innovative, highly competent, well regarded in the private client arena, good speed of response.’
‘Strong team, especially for campaigning on tax issues. Filippo Noseda is excelllent.’
‘A very knowledgeable team, cohesive and technically expert. David Whittaker and Marianne Kafena are very personable, build rapport with clients and deliver actionable advice.’
‘The team has a deep bench of practitioners across all sectors, trusts, probate, disputes, privacy or matrimonial. Just about anything you would need in a private wealth context for an UHNW or family office client.’
‘I work mainly with Stuart Adams - he has shown utmost professionalism and calm in the face of difficult and challenging scenarios. Simply outstanding to work with.’
‘Adaptable, entrepreneurial and energetic, we really enjoy the enthusiasm and energy of the team. Marianne Kafena - new to the team but not to the profession. She is quite simply outstanding. She covers international matters with a particular focus on the Middle East.'
‘The team are always available and consistently deliver a high standard of work. Charlie Sosna, Annie Bouch and David Whittaker are standout individuals as they all have the ability to explain complicated matters in a straightforward manner.’