Siena Gold advises individuals and the family offices, trustees and financial institutions representing them on personal asset holding structures, cross-border tax, succession planning, family governance, and philanthropy.
She has considerable experience assisting internationally mobile individuals on the tax, succession and practical consequences of various personal structures, with a particular specialism in offshore trusts and the arrangements of entrepreneurs.
Siena frequently advises on pre-UK arrival planning and provides ongoing advice to non-domiciled individuals on their international arrangements.
She is also particularly interested in potentially contentious situations and tax investigations, regulatory and transparency issues.
Having recently spent four months living in Beirut learning Arabic, she also enjoys matters with a Middle Eastern connection.
- UK tax
- Cross-border tax and succession planning
- Global information sharing
- Trust law
- Family governance
- Working as part of a team of international advisers to a high profile Middle Eastern entrepreneur on the creation of a series of trusts to govern the fair and commercially practical devolution of his internationally diverse assets after his death.
- Advising the heir to a major European business conglomerate on the consequences of becoming a UK tax resident (including in particular the consequences of having acted as a settlor of trusts on behalf of other family members), and leading negotiations to obtain trust information and create acceptable family governance and succession mechanisms for the wider family.
- Liaising with overseas tax counsel to advise the trustees of a large network of family trusts on the differing implications of beneficiaries moving to various major developed countries and synthesising findings to present detailed conclusions to the trustees in an easily understandable, and comparable format.
- Advising on and drafting a lengthy and entirely bespoke family constitution governing relations between various family members, advisors and a variety of wealth holding structures.
- Advising several UK resident but non-domiciled clients on the implications of the 2017 tax changes – in particular the new ‘anti-conduit’ provisions and issues arising out of potential UK investments and the ‘protected foreign source income’ provisions.
- Working with US tax counsel to prepare a lengthy advisory note on the implications of the US/UK double taxation treaty in relation to a US citizen, UK deemed domiciled beneficiary of overseas trusts.
Siena is an associate member of STEP.