Rahul Kotecha

Advised the founder and owner of a substantial engineering business on succession and estate planning in connection with a privately owned company. Designed and implemented a comprehensive tax-efficient strategy incorporating trusts, Wills, Powers of Attorney and succession planning arrangements, helping to preserve family wealth, protect business continuity and facilitate the successful transition of ownership and control to the next generation

Leading a complex succession planning project for a family-owned business with a turnover in excess of £55 million. Working alongside shareholders, senior management and Freeths' corporate and tax specialists, developed and implemented bespoke trust and shareholding structures designed to preserve value, support future leadership and mitigate inheritance tax exposure, ensuring the long-term stability of the business and the orderly transfer of wealth between generations

Advised on a time-critical inheritance tax and succession planning exercise involving a high-value shareholding. Collaborating with external advisers, implemented a substantial transfer of shares into a discretionary trust ahead of anticipated tax changes, preserving valuable reliefs, protecting family wealth and supporting the client's long-term succession and business continuity objectives

Advised a business owner on exit and succession planning as part of a wider family wealth strategy. This included recommendations regarding the transfer of shares into a lifetime trust, succession planning for future generations and advice on capital taxes, including Business Property Relief and Business Asset Disposal Relief. Also prepared bespoke Wills, trust arrangements and Business and Lasting Powers of Attorney to provide a coordinated long-term succession and asset protection framework

Administered a complex, high-value estate comprising business interests, significant lifetime gifts and historic succession arrangements that no longer reflected the family's circumstances or objectives. Advised the executors and beneficiaries on inheritance tax mitigation opportunities, implemented post-death planning and coordinated closely with corporate, tax and financial advisers to restructure the succession arrangements. This preserved substantial family wealth, reduced the overall tax burden and ensured ownership and control of key business assets passed in accordance with the family's long-term objectives.

Advised beneficiaries and trustees of offshore trust structures holding both UK and overseas assets on the impact of significant changes to the UK tax regime. Provided cross-border inheritance tax, capital gains tax and succession planning advice, reviewed reporting and disclosure obligations, and recommended restructuring strategies designed to preserve wealth, support long-term family objectives and manage future tax exposure across multiple jurisdictions

Advised international families on the UK tax and succession implications of complex trust and holding structures containing overseas assets and entities. Provided detailed advice on residence and long-term UK residency considerations, cross-border inheritance and succession issues, and the exposure of UK-resident family members and beneficiaries to UK taxation. Recommended restructuring and governance arrangements to support compliance, asset protection and long-term wealth preservation

Regularly advise internationally mobile individuals, business owners and families moving to or from the UK on the interaction between UK residence rules, succession planning and wealth structuring. This includes advising on long-term residency considerations, overseas trusts, family investment structures, cross-border estates and the ownership of UK and foreign assets, helping clients manage tax exposure while aligning their affairs with their personal and family objectives

Administered a complex international estate involving assets located across multiple jurisdictions, including the United States and Germany. Advised on cross-border succession issues, the administration of a lifetime trust previously subject to the Liechtenstein Disclosure Facility, and the investigation of significant lifetime gifts. Coordinated advice across jurisdictions to ensure the efficient administration of the estate, compliance with tax and reporting obligations, and the preservation of value for beneficiaries