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Legal & Tax Advisory

Stonehage Fleming Law brings exceptional experience to wealthy international families, providing advice on long-term tax planning and structuring solutions, as well as ensuring day-to-day transactions are properly scrutinised for their tax and regulatory implications.

Multi-dimensional real-world experience

Because we have supported international families for over forty years, we understand the complicated legal issues our entrepreneurial family clients face every day: multi-dimensional estate planning, trusts, confusing cross-border tax regimes, and conflicting family opinion obstructing the need for decisive and rapid decision-making.

That is why our tax and legal advisers always offer advice that is, first and foremost, pragmatic and commercial, to deliver the essential outcomes you are striving for.

When necessary, we will source counsel from our international network of external advisers. However, we will never delegate responsibility for finding the right solutions.

We understand that the actions you take following our recommendations must operate effectively not only at inception but also for years down the line. We ensure our counsel is always simple to understand and communicate. We believe that wherever there is unnecessary complexity, risk may be around the corner.

Our involvement

Working with the same commitment, flexibility and accessibility that you would expect from your own in-house counsel. Stonehage Fleming’s lawyers are from a diverse range of jurisdictions and disciplines, with senior members of the team acting as strategic technical advisers to your family.​

The legal and tax areas we cover are:

  • Trusts, estates and succession planning
  • United Kingdom, United States and South African tax
  • Cross-border taxation
  • Foundations
  • Wills
  • Philanthropy / Charity
  • Family governance
  • Investment structuring
  • Trust disputes
  • South African Exchange Control and Emigration
  • Trust implications of divorce
  • Commercial agreements
  • Employee incentives

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Case studies

Relocating to the UK from South Africa

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Working with an entrepreneur following a significant business sale

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Taking the reins of the family business and investment portfolio

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Insights

Disputes are the number one threat to long-term family wealth

Two minutes with Michael Polonsky, Consultant – Stonehage Fleming Law

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Tax residency - Lizanne Mentz

In this short video Lizanne Mentz, Senior Associate in our Tax Advisory discusses tax residency for South Africans

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How can we help?

There is no substitution for a personal conversation. If you are interested in hearing more about how we can help please get in touch and one of our experts will contact you.

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