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PRIVACY The only personal data that this website can collect is: ​ If you choose to send us an email using one of the email addresses listed on the site. This email address will only be used to correspond with you. ​ ​ If you have any concerns or questions about the data that we collect and use for the client services we are providing then please contact the partner or director in the local office that provides the service to you. Privacy Statement

CLEAR ADVICE IN A COMPLEX WORLD A personal, tailored service Tell me more about your... Services Select Service Art Collectors Companies & Partnerships Domicile & Residence Estate Planning Matrimonial Disputes Personal Tax Investigations Personal Taxation Trusts & Foundations I'm looking for... People Select Person Andrew McCallum Leon Keen William Houseley

PERSONAL TAXATION We provide expert taxation advice and support. We can help to plan your financial affairs efficiently, and to minimise liabilities to tax whilst ensuring full compliance with ever more complex tax obligations. ​ We do not promote or advocate artificial tax schemes or marketed general planning solutions. Instead we seek to help plan our clients’ affairs for the long term, and minimise tax burdens as part of overall estate planning advice, to meet both current and future needs. ​ Our international network of offices probably has a greater concentration of international private client expertise than any other firm. Our reputation has brought us family and corporate clients in every continent, almost entirely by personal recommendation. Our Specialists

INTERNATIONAL Our offices stretch from London to New Zealand, through Guernsey and Jersey to Switzerland, Bermuda, the Cayman Islands, the British Virgin Islands, Singapore and Australia. ​ The maze of UK and international law is complex to navigate alone, particularly for clients with profiles in many jurisdictions. Our grouping of offices can provide global advice and solutions. We administer billions of dollars of assets in offshore jurisdictions and specialise in providing trust and company administration services. Visit International Site

REGISTERED OFFICES Zurich ​ Rawlinson & Hunter (Switzerland) AG R & H Trust Co. (Switzerland) AG Bellevueplatz 5 8001 Zurich Switzerland Geneva ​ Rawlinson & Hunter (Switzerland) AG R & H Trust Co. (Switzerland) AG Rue du Mont-Blanc 4 1201 Geneva Switzerland

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... By surname... Select person... By expertise... Select expertise... Reset Filters

ESTATE PLANNING Estate planning demands a detailed appreciation of the circumstances of each client and the flexibility to respond to their wishes. Our emphasis on client relationships has enabled us to build a considerable reputation in this area. ​ Regular reviews of the estate and detailed illustrative calculations of potential liabilities keep our clients aware of opportunities available to them, while our international focus allows us to advise clients with assets in multiple jurisdictions. Frequent discussions with the client and the client’s family ensure that we are aware of their wishes as they develop and can act in their best interests. ​ For UK connected clients, the inheritance regime provides excellent opportunities to plan estates and protect family wealth through the use of lifetime gifts, trusts, family limited partnerships and careful consideration of wills. ​ Our expertise in tax planning means that we are an excellent choice for clients wishing to draft their wills in a tax efficient manner. Our partners are also experienced in acting as executors, alone or with family members or lawyers. We have all the necessary experience to deal with the administration of the estate, from the initial application for probate to the final distribution. The close relationships we build up with our clients mean that we can deal effectively with any sensitive family issues that arise. Our Specialists

CONTACT US Office Address Zurich Rawlinson & Hunter (Switzerland) AG R & H Trust Co. (Switzerland) AG Bellevueplatz 5 8001 Zurich Switzerland T + 41 (0) 44 227 6700 E webenquiry.switzerland@rawlinson-hunter.com Geneva Rawlinson & Hunter (Switzerland) AG R & H Trust Co. (Switzerland) AG Rue du Mont-Blanc 4 1201 Geneva Switzerland T +41 (0) 22 901 00 12 E webenquiry.zurich@rawlinson-hunter.com

PERSONAL TAX INVESTIGATIONS Great care must be taken with any tax enquiry, however innocent the initial approach. Tax investigations can put significant pressure on an individual or company and expert professional help can keep these pressures to a minimum. ​ We have an enviable reputation in this field with both private and corporate clients and Revenue Authorities. Our experience ranges from ad hoc factual enquiries at local level to full scale investigations. We appreciate the difficulties faced by clients under investigation and know how to minimise them. We are used to working with lawyers, where necessary, and can provide forensic accounting skills. We are used to negotiating with Revenue Authorities up to the highest levels. ​ We can ensure that a client’s exposure to liabilities, interest and penalties are kept to a minimum and that any investigation is dealt with quickly and efficiently. Our Specialists

COMPANIES & PARTNERSHIPS Companies and partnerships are flexible vehicles that can be used and integrated into a wide variety of asset management and asset protection structures and tax planning structures. ​ They are sometimes used on their own but more commonly used together with other vehicles. The combination with a trust, for example, often provides more effective protection as well as greater flexibility. ​ Many jurisdictions are introducing new legislation designed for international business needs and the types and nature of companies and partnerships available in those jurisdictions should be considered as well as other matters such as infrastructure and stability. With offices in many of the jurisdictions featuring specialised company and partnership laws, we are well placed to meet most client requirements. ​ We provide a comprehensive range of corporate and partnership services and are able to assist with all matters relating to the establishment, administration and management of companies and partnerships in all the major jurisdictions. ​ As we are completely independent and we are not tied to any other service provider, we are able to offer our clients unfettered choice in selecting third party providers and working with other professional advisers. ​ We aim to offer the highest level of personal service as our culture is all about building long term relationships. Many of our clients have been with us, not just for years, but for generations. Our Specialists

TRUSTS & FOUNDATIONS Trusts and foundations, which are frequently used in conjunction with companies, can play a key role in the wealth management needs of individuals, families and corporates. ​ Carefully planned and structured, they can enable clients to preserve, protect and accumulate wealth, whilst minimising or deferring exposure to tax. ​ Various types of trusts and foundations have been developed and the most suitable structure will depend upon each client’s unique circumstances. With offices in many of the jurisdictions featuring trust and foundation laws, we are well placed to meet most client requirements. ​ We assist our clients (in conjunction with their own professional advisers) on the formation, administration and management of trusts, foundations, partnerships and companies. Our private clients range from the small family trust to large complex international family offices, while our corporate clients range from small family businesses to top 100 international public companies. ​ The provision of trust and foundation services is one of our core lines of business and has been for so many years. We take the time at the outset to understand our clients’ requirements and expectations to ensure that we develop the right relationship and the optimal solution. ​ As we are completely independent, we are not tied to any other service provider which allows us to offer our clients unfettered choice in selecting and working with third party service providers and professional advisers. ​ We aim to offer the highest level of personal service as our culture is all about building long term relationships. Many of our clients have been with us not just for years, but for generations. Our Specialists

MATRIMONIAL DISPUTES Our specialist matrimonial team undertakes: Tax and trust advice Valuation & expert witness services Assistance with asset scheduling, including Form E ​ Tax and Trust advice ​ Tax issues are often of fundamental importance in structuring a financial settlement on divorce. This is particularly so when one or both of the parties is resident but not domiciled in the UK for tax purposes. Our approach is to ensure pertinent tax issues are identified at the outset and not on the steps of the Court. Our aim is to find solutions to tax problems which will prove robust in the face of potential HMRC challenge and which are tailored to the particular needs of our clients. ​ Valuation and expert witness services ​ Members of our team have acted as experts in relation to matrimonial proceedings of all sizes and routinely give evidence in Court. They act both as independent or single joint experts and have experience in contentious and collaborative proceedings as well as in mediation cases. Our valuation and forensic skills, when linked with our trust and international tax structuring expertise, are particularly effective in matrimonial proceedings with international or offshore dimensions. ​ Assistance with asset scheduling, including Form E ​ Compiling the necessary forms and supporting schedules in relation to a divorce can be a time consuming process and comes at a point when the parties to the divorce will inevitably be concentrating on other matters. We can assist in collating information, carry out initial valuations of business assets and, if requested, assist in the completion of the necessary paperwork. Our Specialists Andrew McCallum Senior Partner E: andrew.mccallum@rawlinson-hunter.ch T: +41 0(22) 901 00 12 View bio... William Houseley Partner E: William.Houseley@rawlinson-hunter.ch T: +41 44 227 6716 View bio... Leon Keen Partner E: leon.keen@rawlinson-hunter.ch T: +41 (0)44 227 6700 View bio...