Natalie Lim
Associate
Natalie is an Associate in the Private Wealth team, specialising in UK and international tax and estate planning for high net worth individuals.
Associate
Natalie is an Associate in the Private Wealth team, specialising in UK and international tax and estate planning for high net worth individuals.
Languages - English and Mandarin
Jurisdiction - England & Wales
Natalie has experience in advising clients on US/UK estate planning and taxation. A large part of her work experience has involved advising clients with US connections—such as settlors and beneficiaries of US trusts—helping them navigate potential double taxation issues. She also collaborates with US counsel to prepare integrated estate planning documents, including Wills and revocable trusts for dual US/UK citizens.
Natalie provides strategic advice to clients on UK pre-arrival and pre-departure planning, including non-UK tax residency, fiscal nomad planning, and the application of split year treatment. She also advises on structuring the tax-efficient ownership of UK and international assets.
In addition to advising clients on a wide range of relocation and structuring matters, Natalie has assisted clients with regularising their historic UK tax affairs, be it in relation to HMRC disclosures or enquiries.
