Joseph has over 14 years’ experience in tax, trusts and private client services. Having completed the Legal Practice Course at the Manchester School of Law in 2006, whereupon he was enrolled as a Solicitor in England & Wales in 2008 and subsequently joined the Tax and Overseas Property Team at Hassans.
Joseph was admitted as a solicitor in Gibraltar in 2007 and qualified as a professional member of the Society of Trusts and Estates Practitioners in 2012.
Joseph specialises in co-ordinating multi–jurisdictional tax and estate planning for international Ultra High Net Worth individuals and their families (in particular those with US and UK connections) in order to preserve and allow the free movement of capital in a tax efficient manner. The planning often involves the creation and administration of offshore trusts, foundations, corporate entities and family office services, structured to harmonise with the clients’ wealth planning and commercial/entrepreneurial strategies.
His area of particular interest is advising on the tax aspects of property based projects and transactions of various kinds including structured acquisitions, joint ventures and co-ownership, in relation to complex property-related investment. He has gained a vast breadth of experience, having advised clients on investments and structures incorporated and situated in multiple jurisdictions namely, but not limited to, the UK, USA, Switzerland, Ireland, Israel, Spain and Germany.
Joseph currently advises and sits on the Board of Directors on several US and UK multinationals, managing and advising on portfolios on investments holding in excess of £250 million worth of assets.