Michael Lucas

Experience

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  Ernst & Young

  Aug 1997 - Jul 1999

  Trainee Tax Accountant

  At Ernst & Young, I was responsible for conducting tax audits and producing tax Corporation Tax computations and Tax provisions for the Company Accounts.

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  KPMG

  Jul 1999 - Sept 2001

  Tax Adviser

  At KPMG, I was the first contact for the client and was responsible for initiating all correspondence and replying to Revenue queries. I was also required to research contentious points of law, conduct correspondence with clients and the Revenue, liaise with the Auditors about the tax accounts and attend client offices to carry out tax audits.

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  Mills & Reeve

  Sept 2001 - Sept 2003

  Trainee Solicitor

  Through training at Mills & Reeve Solicitors, I obtained experience in the Corporate Tax, Employment, Commercial Property, Agriculture, Private Client and Litigation departments.

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  Eversheds

  Sept 2003 - Mar 2004

  Solicitor and Chartered Tax Adviser

  This role mainly involved advising High Net Worth individuals on the mitigation of their Income Tax, Capital Gains Tax and potential Inheritance Tax liabilities. This often involved working with the corporate team to advise owner managers on exit strategies for their businesses.

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  Howard Kennedy

  Jun 2004 - Oct 2005

  Solicitor and Chartered Tax Adviser

  The main function of this role was to give income, capital gains and inheritance tax advice to High Net Worth individuals. These clients were often non-UK domiciliaries either moving to or leaving the UK. I also spent a significant amount of time working for the Corporate Tax department where I assisted senior lawyers in giving advice on all aspects of corporate tax. Projects that I was involved in include: implementing Stamp Duty Land Tax mitigation schemes; advising a UK company on the best way to structure its offshore operations; advising an offshore bank on a dual contract for an employee working both in the UK and Singapore.Part of the role also involved writing technical articles. I co-authored four articles, one of which was published in the Legal section of the Times. Show less

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  Taylor Vinters

  Nov 2005 - Oct 2007

  Solictor and Chartered Tax Adviser

  I worked with the corporate team on company sales and was responsible for drafting and agreeing Tax deeds. I also advised on the tax implications of share schemes, capital allowance planning, VAT, termination payments and remuneration strategies.The other focus of my work was with the private client and estate teams, advising clients on their personal tax issues. The work included advising non-domiciled clients on UK tax issues. A typical case involved advising on the worldwide tax affairs of a Russian client with substantial offshore interests.As part of this role, I initiated several marketing projects. These included the presentation of a paper to 80 delegates at a seminar, Budget presentations and writing a number of articles for a client newsletter. Show less

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  Lewis Silkin

  Nov 2007 - Apr 2010

  Associate

  As a senior member of the team responsible for tax and trust advice, I specialised in advising UK and non UK clients in structuring transactions involving offshore trusts and companies. My work involved working directly with clients and their advisers to provide bespoke tax efficient structures for the acquisition, development and future disposal of the properties. The work required a comprehensive knowledge of corporate, capital, trust and international taxation.I also provided personal tax and trust advice to high net worth individuals, who wish to mitigate their UK taxes, a typical instruction involved the drafting of a Cayman discretionary trust for a client moving to the UK. As part of my role I have authored 4 articles and delivered numerous presentations on various aspects of tax law to clients and other professionals.Whilst at Lewis Silkin I completed the Society of Trust and Estate Practioners diploma. Show less

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  ICS Trust (Asia) Limited

  Jun 2010 - Nov 2010

  Head of Private Clients

  I was the head of the Private Client department for ICS Trust (Asia) Limited. My responsibilities included drafting wills and trusts for clients, reviewing existing trusts and advising clients on international tax and estate planning.I was also responsible for marketing the Private Client department, this involved producing marketing materials, attending seminars, sales meetings and making presentations to clients and introducers.

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  Fidera Limited

  Nov 2010 - Oct 2013

  Director

  Fidera was established to provide clients with a highly professional, yet personalised advice, in respect of both their business and personal matters.Our core business is to advise and implement for clients, structures that will maximise their profits, minimise their taxes and offer them the best asset protection possible.In a world with increasingly sophisticated financing and ownership structures, our multi-disciplinary team works to find pragmatic, bespoke solutions for our clients. We pride ourselves on the depth of knowledge and practical experience that we have, to help our clients respond to opportunities and overcome the challenges that face them. Show less

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  Alpadis (Hong Kong) Limited

  Oct 2013 - May 2015

  Director

  I was responsible for the Alpadis group’s inhouse trust and legal work. The role required knowledge of multiple legal systems in diverse jurisdictions. There was no typical client and in one day, I could be advising on a corporate restructuring, pre-immigration tax planning, and international tax mitigation through the use of double tax treaties.I was also responsible for the group’s Private Client function, which provides tax planning, immigration, wills, and estate planning advice for clients across the globe. Show less

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  Lutea (Hong Kong) Limited

  Jul 2015 - now

  Director

  Lutea has been a trustee company for 30 years and within the firm we have a wealth of legal, banking UK taxation expertise and are able to provide a comprehensive private client service to UK expats (and indeed residents) and also offer advice to Asian locals on investing into the UK through offshore structures to shelter their investments from UK taxation in particular Income, Capital Gains and Inheritance Tax. In addition to the above we are able to offer legal services through the lawyers we have in the firm, one of whom is a barrister in London and Tax Counsel. We are therefore able to draft wills and other legal documents, such as declarations of trust and statutory declaration under UK, Jersey, Anguillan, HK and Singapore law. Which is applicable to your client will depend largely on their domicile and the spread of their assets worldwide and extent that their wealth is held personally as opposed to some form of structure that they or their family are able to benefit from. Show less