Tracey Poole

Tracey specialises in complex UK and international estate planning, advising high-net-worth individuals and families on wills, trusts, succession, domicile, probate, vulnerable beneficiaries, and cross-border legal and tax considerations.

• Drafting wills and lasting powers of attorney. Considerable experience advising individuals on cross-border wills and LPAs.
• Administering complex muti-jurisdictional estates. Coordinating advice in overseas jurisdictions. Advising both beneficiaries and executors.
• Advising on and administering intestate estates with international dimension.
• Advising on structuring of overseas assets for UK estate planning purposes.

Tracey advises farming clients on agricultural property relief and comprehensive estate planning.

• Advised on agricultural property relief for HNWIs.
• Drafted wills and estate planning for farming clients.
• Day-to-day administration of a large landed estate held through offshore entities

Tracey advises musicians, artists, and their estates on copyright and intellectual property issues, with a particular focus on succession planning and the preservation of music rights across generations.

• Acted in the administration of a large estate of a leading musician with complex business property relief and US tax issues together with French and Spanish issues regarding a minor inheriting real estate in France and Spain.
• Advised beneficiaries of a trust in several jurisdictions settled by a leading composer/actor.
• Drafted complex UK (and liaison with overseas advisors) and overseas wills for musician with complex royalties and copyright issues both in the UK and worldwide.
• Drafted wills considering the devolution of copyrights and royalties worldwide.
• Acted in the establishment of a UK trust for an artist.

Tracey advises individuals, trustees, and institutions on all aspects of charity law – from formation and governance to mergers, investigations, and disputes – frequently liaising with the Charity Commission on complex compliance matters.

• Advised charitable schools.
• Advised on the governing documents of charities and changing to charitable incorporated organisations.
• Advised on the merger options of two family charities.
• Advised on the winding up and establishment of a new charitable foundation.
• Advised on the transfer of assets from one charity to another for a leading charity.

Tracey advises high-net-worth international families, trustees, and family offices on complex succession, trust and estate planning, UK residency requirements, and international law issues, often coordinating advice across multiple jurisdictions.

• Advised an Israeli family office on succession issues in the UK and in liaison with Israeli advisers.
• Set up a family office structure for a Malaysian family in four jurisdictions.
• Advised on a Cayman STAR trust structure for a Dubai-based family.
• Advised on residence and domicile issues for HNWIs.
• Advised a leading UK family office regarding succession and estate planning issues and tax reliefs, in particular advising on heritage assets and the relevant reliefs.
• Advised beneficiaries of English law trust in several jurisdictions settled by composer/actor in lifetime/implications of winding up/unborn beneficiaries. Negotiated with trustees.
• Advised on trust issues for property in a country estate held by non-domiciliaries in the UK.
• Advised trustees of Liechtenstein Anstalt and liaised with accountants re disclosure requirements.
• Acted in the application for deputyships at the Court of Protection for both property and financial affairs and health and welfare for severely autistic adults.
• Advised a family on UK and coordinating Sharia law advice in relation to a worldwide restructuring of assets held in Dubai prior to return to the UK.
• Advising on and drafting wills for international families and liaison with advisers in overseas jurisdictions (in particular, EU/UK families and UK/US families).
• Advised on International private law issues in relation to wills and probate.
• Advised on and establishing trusts – onshore and offshore.

Tracey advises German individuals, families, and trustees on cross-border estate planning, UK property structuring, residency, and estate administration, working closely with local advisers to navigate UK–German legal complexities.

• Advised a German/UK couple on wills and estate planning.
• Advised a German family on residency rules to ensure visits to the UK and connections to the UK did not trigger UK residency.
• Advised trustees of an offshore trust in relation to German and UK beneficiaries.
• Advised German nationals on how best to structure purchase of UK residential property.
• Administered the cross-border estate of a German deceased and liaised with German local advisers as necessary.