Simon specialises in complex estate planning, capital and income taxation, and offshore and onshore trusts, particularly for non-UK individuals and families, with emphasis on business owners and UK property investment.
Simon’s primary focus is on advising clients and family offices based in Europe, and Asia on their UK tax and asset structuring. Increasingly, this involves working with the business or wealth owners and the family on the process for the involvement of the next generation in a managed succession to the wealth.
Associate of the Institute of Taxation
Society of Trust and Estate Practitioners
Member of The Law Society
Hall of fame
Private Wealth Law - Band 5: Simon Phelps is "experienced and an asset to the team," says a commentator. Phelps is known for his expertise in offshore trusts, estate planning and taxation within the London market.
Personal tax, trusts and probate (Hall of fame)
Hall of Fame
"He is our most trusted adviser with respect to UK needs and advice and is able to accompany us at every stage"
by Vikki Wiberg
by Andi Terziu and Meshah Kuevi
by Rachel Davison and Nicola Allison
by Andi Terziu
by Vikki Wiberg
by Shane Gleghorn and Dr. Oliver Bertram
by Natalia Faekova and Gemma Broughall