Company

Mishcon de Reya

Position

Partner

Index

Legal

Location

London

Advice type

Cross-border tax

Tax planning

US-UK tax

Client Types

Families

Sector Focus

Accounting

Legal Advisory Services

Customer Type

Lawyer

Charlie Sosna

Spear’s Review

As a senior member of Mishcon de Reya’s luxury assets group, Charlie Sosna provides expert advice on tax, trust and wealth structuring matters, winning praise from clients and peers for his astute approach and excellent client manner. 

He is known in particular for his work advising clients with close connections to Asia. Notable recent cases include advising a Chinese UHNW on their UK tax and estate planning (including how to structure the purchase and ownership of a very high-value UK residential property); advising the trustee of an offshore ‘excluded property’ trust with a very substantial UK property portfolio in relation to trust restructuring; and supporting a Middle Eastern UHNW with offshore structuring for the purchase and development of land in the Middle East.

Adviser Profile

Charlie is a Partner in Mishcon Private focusing on UK and international tax, including UK-US tax planning, trusts, asset protection structuring and lifetime planning for HNW and UHNW individuals, family offices, families and their trustees.

Charlie has extensive experience advising on residence and domicile status and effective tax planning, with a particular focus on acting for clients with connections in Asia.

Charlie is a member of Mishcon de Reya's multi-disciplinary Luxury Assets Group, which advises individuals and businesses on the buying, selling, structuring and protection of luxury assets including art, cars and other high-value collectables across the globe.

Rank: Recommended

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