Sanjvee Shah

Sanjvee advises ultra-high net worth and high net worth individuals and families on their global estate, succession and tax planning affairs. From a geographic perspective, Sanjvee’s practice is highly diverse, including UK and international families originating from the Middle East, Europe, Africa and Asia who are likely to have family members living and/or assets located in a number of countries. Many of Sanjvee’s clients also have US tax connections.

Given the international nature of Sanjvee’s practice, she regularly advises on and handles complex cross-border tax, succession and estate planning matters. This often includes obtaining and coordinating all the cross-border aspects for clients, including implementing optimal cross-border solutions.

Sanjvee has substantial expertise on wealth protection matters and guides clients on how to protect the dilution of family wealth from non-tax risks such as sibling rivalry, family disputes and divorce. Advice in this context often extends to succession planning, including the creation of bespoke asset holding structures which provide secure and robust mechanisms to transfer family wealth from one generation to the next.

Sanjvee advises professional trustees on a wide range of trust and wealth preservation aspects, UK tax, governance and succession planning issues. She can also assist families who wish to create family offices or private investment offices in the UK.

Sanjvee’s clients value her technical strength, sound judgement, ability to deal with delicate matters with empathy and pragmatic and commercial approach.

• Advising an ultra-high net worth international family with several family members who are long term resident in the UK on an extensive cross-border estate planning exercise following a substantial liquidity event, which included the creation of several bespoke family trusts in a number of jurisdictions and the establishment of a private trust company.
• Advising a non-UK resident ultra-high net worth individual on his UK tax and trust matters in connection with their Jersey family trust, non-UK trading companies and significant UK residential property portfolio.
• Advised an ultra-high net worth client on his departure from the UK to Italy, taking into account his existing estate planning arrangements, which included existing trust structures and corporate entities in several jurisdictions and philanthropy objectives.
• Advised an ultra-high net worth Middle Eastern patriarch on a complex cross-border estate planning exercise for his global assets in several jurisdictions, taking into account that some family members are US persons.
• Advised an ultra-high net worth couple from East Africa on optimal asset holding structures and global estate planning arrangements, which are robust from a wealth protection perspective.

Sanjvee is consistently ranked as a leading lawyer in Chambers High Net Worth and The Legal 500.