Profile

Simon specialises in charities, philanthropy, tax planning, trusts and the resolution of potentially contentious issues arising out of wills, trusts and co-ownership of property for private clients and charities.

Simon has lectured on philanthropy, governance, charity trusteeship and charities in the context of tax-planning.

– Ranked in the Who’s Who of Legal Private Client list>

‘He is very affable and capable, and a great champion for philanthropy.’

Chambers & Partners UK 2016

‘Highly experienced’

Chambers and Partners UK 2017

Career Highlights

  • Simon has helped to pioneer the development of real property investment pooling schemes for charities and advised in the creation of the Absolute Return Trust for Charities, the first common investment fund of hedge funds
  • Advising the joint residuary beneficiary of the Will of a major art collector and dealer, domiciled in Louisiana but resident in the UK
  • Advising the widow of a successful businessman who decided to place the major part of his estate in a Will Trust of which the widow was the life tenant. After a conflict arose an unusual majority voting provision in the Will was exercised allowing one of the trustee’s stepson’s to become managing director of the company. Proceedings were set in train to replace all three trustees with two professionals and the claim was eventually settled on that basis
  • Resolving a bitter family dispute arising out of the estate of a millionairess.
  • Advising parties whom the testator, the owner of a 80% shareholding in a property investment company, owning a slice of Belgravia, had intended to be major beneficiaries under a new Will, which he failed to execute before his death
  • Acting for the two minor beneficiaries of a Cayman Islands trust, worth in excess of one hundred million pounds, in a dispute that had arisen between the trustee and their clients’ father who, although excluded from benefit under the terms of the trust but acting in concert with the protector whom he had appointed, claimed that he was entitled to receive $1 million per annum from the trust for life. As a result of a very robust stance, designed to achieve a settlement which would both minimise the loss to the trust fund and avoid a contentious court hearing, but which always included the option of going through with a trial, the dispute was finally resolved, over three years after it had begun

Memberships and professional bodies

  • The Association of Contentious Trust and Probate Specialists (ACTAPS)
  • Sits on the Trust Law Committee and the Executive Committee of the Charity Law Association

Published articles

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