Managing Associate
Elizabeth is a leading private wealth expert, renowned for her strategic cross-border tax and estate planning solutions.
Language - English
Jurisdiction - England & Wales
Elizabeth Nicholas is a managing associate in Stephenson Harwood's private wealth group, where she excels in advising individuals and families navigating complex cross-border structures for wealth protection and tax planning.
Her expertise is sought by clients moving or returning to the UK, acquiring property, or dealing with the impact of changes in the UK’s complex tax rules. Elizabeth's deep understanding of UK residence and domicile rules, along with anti-avoidance provisions, ensures her clients are well-prepared for any legal challenges. Known for her astute and clear approach, Elizabeth represents clients in tax disputes and disclosures.
Her membership of the Society of Trust and Estate Practitioners and the STEP City of London committee underscores her commitment to excellence in her field.
Estate planning
Ensuring clients have key estate planning safeguards in place including tax efficient Wills and powers of attorneyPlanning for change
Helping families and fiduciaries navigate the most recent significant changes to the ‘non-dom regime’ and make best use of the transitional rules and other mitigation strategiesSuccession planning
Working with clients on their business and estate succession plansIn-bound clients
Assisting families moving to the UK, including pre-arrival planning and making the most of the new four-year foreign income and gains regimeOut-bound clients
Assisting individuals to become non-UK tax residentTrustees
Advising on the creation of trusts and the full range of trust matters including changes of trustees, indemnities, changing the terms of trusts, the rights of beneficiaries, terminationTax enquiries
Successful defence of enquiries including into claims for capital gains tax reliefs, using public law arguments