Tom specialises in the U.S. tax and commercial law issues impacting UK charities which invest or operate in the United States. Tom has thirty years of experience in advising clients on both sides of the Atlantic, and is qualified as an English solicitor and a New York attorney.
Endowed UK charities are increasingly being encouraged to invest in long-term, illiquid investments, such as private equity and real estate. Trustees benefit from receiving a review of the essential documentation in order to assess the tax and legal risks surrounding such investments, before committing capital. Tom's expertise enables him to assess these risks, given his experience in handling these investments for both investors and sponsors over many years.
Coronavirus and Brexit pose many financial challenges to universities. Tom can confidently support you through these challenges and guide you through any strategic decisions you make.
Tom combines U.S. tax and commercial law skills. Tom provides focused and determined representation of institutional investors, whether charitable, academic, or for profit, when they enter illiquid investments and joint ventures.
The charitable sector is becoming more commercial, global and collaborative, as the issues we confront require partnerships of entities acting across borders. Tom is excited to witness the increasing sophistication of our charity clients in dealing with commercial projects, and has a breadth of experience in order to assist them through these changes.
VWV has implemented a holistic approach by situating its charity experts in the Corporate and Commercial teams. Therefore, Tom is well-placed to assist his colleagues in advising charities on both commercial and tax matters.
Tom is the author of numerous articles in well-respected trade publications, including: