Family Offices & Funds Structuring
UK-wide
2 years ranked
Provided by Stephenson Harwood LLP
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.
Provided by Chambers
Beatrice Puoti heads the private wealth team in London. Puoti advises on international tax, trust and estate planning for family offices.
Beatrice Puoti, head of Stephenson Harwood's private wealth practice, is well known for her particular expertise on Italian matters, as well as her experience in international estate and tax planning, wealth management and trusts.
Beatrice Puoti, head of Stephenson Harwood's private wealth practice, is well known for her particular expertise on Italian matters, as well as her experience in international estate and tax planning, wealth management and trusts.
Provided by Chambers
Beatrice Puoti can really meet clients at a good emotional level and is strong technically as well.
Beatrice Puoti is excellent. She's one of the leading non-dom advisers, very user-friendly and very much a trusted adviser to her clients.
Beatrice Puoti brings interpersonal skills in addition to knowledge of the law. She has negotiating skills along with top-class technical skills.
Beatrice has language and interpersonal skills, in addition to her strong knowledge of the law, negotiating skills and top class technical skills.
Beatrice is a fountain of knowledge on cross-border succession planning and is my go-to person for Italian clients.
Beatrice is very technically able, very commercial and the quality of relationships she has with her clients is amazing. She has amazing emotional intelligence and cares passionately for her clients.
Chambers is the leading data and intelligence partner for the legal sector.