Partner - Head of Private Wealth, London
Beatrice specialises in UK and international tax, trust and succession planning advice for UK and international individuals, family offices, private banks and global trustees.
Languages - English, Italian, French, Spanish
Jurisdiction - England & Wales, Italy
Beatrice Puoti is a Partner and the Head of Private Wealth, London at Stephenson Harwood.
Beatrice advises UK residents and non-residents, domiciled and non-domiciled or non-long term resident individuals, on all of their personal tax and trust and estate matters, as well as private banks, trustees, and family offices on complex international tax, trust, and estate planning and structuring matters.
With Roman law and common law qualifications, Beatrice has a strong European tax and trust practice, with particular expertise in Italian legal and tax issues.
Her experience extends to advising financial institutions and trustees on international trust and tax matters, as well as the structuring, ownership, and acquisition of UK and non-UK real estate and assets.
Beatrice is also highly regarded for her expertise in cross-border estate planning, especially where Roman Law and Common Law intersect.
Beatrice is widely recognised as a leading figure in the UK private wealth sector, chairing and speaking events internationally. Her leadership, charisma, and dedication have earned her a loyal client following and a reputation for excellence in the field.
She is ranked by Legal 500 for Personal Tax, Trusts and Probate, and by Chambers & Partners for Private Wealth, Family Offices & Funds Structuring, and as a Foreign Expert for Italy. Clients and peers commend her technical expertise, client-handling skills, and emotional intelligence.
Beatrice has been featured in the Private Client Global Elite, Spear’s Indices for Top Recommended Tax & Trusts Lawyers, and eprivateclient’s 50 Most Influential list.