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Transcontinental Trusts: Bermuda 2022
Wednesday June 29 to Friday July 1
Hamilton Princess & Beach ClubBermuda

David Whittaker
Partner at Mishcon de Reya

Profile

David specialises in advising UHNW entrepreneurial individuals and families on cross-border personal and trust taxation, international asset structuring including establishing private trust companies, pre-immigration and succession planning.

He also advises international financial institutions, leading trustees and private banks on regulatory and compliance issues, automatic information exchange and has extensive contentious experience advising on family disputes, trust litigation and UK and foreign tax investigations.

David has advised on and implemented robust corporate and family governance arrangements and lead on complex multi-jurisdictional trust restructurings. His practice also includes philanthropic work and he has advised on and established a number of UK charities for clients.

David joined Mishcon de Reya as a partner in 2022, prior to which he spent 10 years at another large international, commercial law firm. During that period, David also spent time on secondment at a leading private bank within their in-house legal team, advising on regulatory, risk and compliance issues. David has chaired and presented at various tax and trust conferences including STEP, and regularly publishes articles on key tax and legislative developments.

Agenda Sessions

  • International Private Clients – Tax Issues post-Brexit and COVID-19

    11:35

Speakers at this event