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Mark Summers
Partner at Charles Russell Speechlys

Profile

Mark advises global wealthy families, their businesses and wealth holding structures, and the
institutions that service them. He is most noted advising families resident or investing in multiple highly taxed and regulated jurisdictions such as the US or EU where they are affected by complex multijurisdictional tax and legal issues.

Mark’s practice includes advising on matters of automatic exchange of tax information (including CRS and FATCA), anti-money laundering regimes and information registers (including 4 and 5AMLD), and requirements to report cross transactions and tax schemes (including DAC6 and CRS Mandatory Disclosure Rules). It also includes the regularisation of untaxed assets particularly where there is a multi-jurisdictional dimension.

Mark also advises on matters of UK taxation including the remittance basis of
taxation for non-domiciliaries, matters of UK tax residency and the taxation of UK real estate particularly for clients with US or European connections. Mark is admitted to practise in England and Wales and as a foreign lawyer to the EU list of the supervisory commission of lawyers for the canton of Zurich and the Swiss Federation. Mark is a member of the IBA and the STEP Zurich branch committee. He is a permanent Swiss resident with his family in the canton of Zug.

Additional information
Mark publishes in a range of industry publications and presents regularly at seminars and conferences in the USA, Switzerland and Liechtenstein as well as in the UK. Mark is a long term resident of the canton of Zug.

Memberships
Society of Trusts and Estates Practitioners (STEP)
International Bar Association (IBA).
Background & education
BSc, Imperial College, London
Ecole Normale Supérieure, Paris
Qualified 2001, joined the firm 2004

Agenda Sessions

  • Chairmen’s Opening Remarks

    09:00

Speakers at this event