About

Provided by Mishcon de Reya LLP

Our expertise lies in structuring our clients' wealth so that their estate is protected now and in the future whilst allowing sufficient flexibility to address changing circumstances or unexpected turns of events. Our wealth planning solutions and structures are bespoke and tailored to each specific situation. These structures also offer the opportunity for asset diversification, flexible succession, tax and philanthropic planning.

The team advises on a range of private client matters including complex high-value estate administration and the preparation of tax-efficient wills with international aspects. We are one of a small number of firms that offers a tax practice spanning both personal and corporate tax. 

We are unique in our ability to address all aspects of a 'traditional' private client firm, but accompanied by the wider services we offer to ensure we provide a holistic approach to addressing all of our clients' needs. That includes non-contentious and contentious advice on privacy and reputation, family governance, international business structuring, immigration, residential property and family matters.

The work we undertake is often cross-border, complex and multi-jurisdictional as well as UK-based.

We advise our clients on all of the following aspects:

  • UK and international tax
  • Trusts (including trusts disputes)
  • Asset protection
  • Structuring and lifetime planning
  • Cross-border estate planning and probate
  • Residence and domicile status
  • Philanthropy

Chambers Review

Provided by Chambers

Private Wealth Law - London (Firms)

1
Band 1

What the Team is Known For

Mishcon de Reya provides wealth planning services for high net worth clients. It has a particular emphasis on multi-jurisdictional estate and succession planning, cross-border tax advice and family offices.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Patrick Harney
1
Patrick Harney
1
Band 1
Patrick Harney is an experienced lawyer in private wealth and has particular expertise in cross-border matters, with an emphasis on US/UK work.

Patrick Harney is also an excellent lawyer who knows his US and UK law inside-out - one of his specialties is knowing a lot about US law.

Patrick is very good at communicating.

Patrick Harney is one of the leading practitioners in his field.

Patrick is an incredible attorney, practical in his advice while also being very technical in his UK tax matters.

Charlie Sosna
2
Charlie Sosna
Head of Private Wealth Law
2
Band 2
Charlie Sosna acts for ultra high net worth clients on a range of matters relating to estates, taxation and offshore structuring.

Charlie has always provided a great level of service and has a great wealth of expertise.

Charlie Sosna is an excellent leader in private client field. He has exceptional knowledge and delivery of the relevant legal framework.

Charlie is one of the best private client advisers I work with and he's fun to work with.

Charlie is technically superb and has very good client-handling skills.

Filippo Noseda
3
Filippo Noseda
3
Band 3
Filippo Noseda is well regarded for his expertise in cross-border European tax regulations.

Filippo has a very strong commitment to preserving confidentiality and privacy, protecting private client rights. He is very committed and knowledgeable in his field.

Filippo Noseda is a fantastic lawyer.

Fiona Lewsey
3
Fiona Lewsey
3
Band 3

Fiona Lewsey assists with tax and estate planning matters and estate administration.

Fiona Lewsey's emotional intelligence is really high and she is also a safe pair of hands.

Marianne Kafena
4
Marianne Kafena
4
Band 4

Marianne Kafena is well regarded for her practice advising Middle Eastern ultra high net worth families on their wealth structuring and succession planning.

Marianne Kafena is a very dynamic person who is brilliant at handling complex families as she understands the dynamics.

Marianne Kafena's Middle Eastern roots and being an Arabic speaker allows her access and affinity to individuals and families that may otherwise take many meetings to build rapport.

Astrid B Owen
5
Astrid B Owen
5
Band 5

Astrid Owen advises domestic and international clients on a wide array of private wealth matters. Owen is particularly noted for her expertise in US tax matters.

Astrid is an excellent US practitioner.

Stuart Adams
5
Stuart Adams
5
Band 5

Stuart Adams advises ultra high net worth clients on family offices, tax structuring and estate planning. He also has experience advising on the establishment of philanthropic structures.

Martin Davies
F
Martin Davies
F
Foreign Expert
Martin Davies focuses his practice on the Middle East and regularly advises clients on cross-border assets, business and tax structuring matters.
Martin Davies focuses his practice on the Middle East and regularly advises clients on cross-border assets, business and tax structuring matters.

Ranked Individuals at
Mishcon de Reya LLP

Provided by Chambers
Filter by
Band

London (Firms)

Private Wealth Law

Patrick Harney
1
Patrick Harney
1
Band 1
Charlie Sosna
2
Charlie Sosna
Head of Private Wealth Law
2
Band 2
Filippo Noseda
3
Filippo Noseda
3
Band 3
Fiona Lewsey
3
Fiona Lewsey
3
Band 3
Marianne Kafena
4
Marianne Kafena
4
Band 4
Astrid B Owen
5
Astrid B Owen
5
Band 5
Stuart Adams
5
Stuart Adams
5
Band 5
Martin Davies
F
Martin Davies
F
Foreign expert for Middle East-wide

Members

Provided by Mishcon de Reya LLP

Andrew Savile

Annie Bouch

Carol Katz

Charlie Sosna

Charlie Sosna

Head of Department

Katherine Forster

Katie Doyle

Martin Davies

Moustapha Hammoud

Nicola Simmons

Sarah Albury

Stuart Adams