7th Floor, 85 Fleet Street
London EC4Y 1AE
Patrick advises on the full spectrum of private client issues including tax, succession planning, estate administration and probate, trusts and mental capacity.
Patrick also assists the contentious estates team and provides private client planning and technical support on high value, complex, contested estates and trusts.
Patrick was recognised as one of eprivateclient’s ‘Top 35 Under 35’ for 2018.
Patrick Malone regularly advises high net worth clients on tax, succession and trusts. “I really appreciate that he is willing to roll up his sleeves. He is really intelligent, thorough and practical,” says one interviewee, adding: “There’s really nothing that he can’t deal with. I am always happy to recommend him.” Chambers 2021
‘Patrick Malone’s strengths are his resourcefulness, determination and willingness to roll his sleeves up on any task. Patrick has a pleasant disposition. It feels a bit like I’m his only client, when I know that can’t be true’. Legal 500 2021
Areas of Expertise
Patrick advises UK and non-UK domiciled individuals (often entrepreneurs, landowners and trustees) on all aspects of UK taxation, with particular emphasis on Inheritance Tax and Capital Gains Tax, in the context of succession planning and in relation to specific deals and events.
Patrick is well versed in administering a range of multi-jurisdictional taxable estates including those which comprise agricultural and business property. He has a particular interest in administering estates with a contentious element and has acted for independent administrators appointed pursuant to a court order on multiple occasions.
Patrick is experienced in advising on the creation and re-arrangement of trusts where families and trustees are looking to protect assets, save tax and create flexible structures that will last for generations.
Patrick is a member of STEP, the Society of Trust and Estate Practitioners (STEP), and is a member of the International Tax and International Private Client special interest groups.
- Tax Day 2021 – Don’t Worry About Blinking, There Isn’t Much To Miss
25 March 2021 | Tax and private client
- Budget 2021 – Key points
4 March 2021 | Corporate | Employment | Property | Tax and private client
- Budget 2021 – what to look out for
2 March 2021 | Corporate | Tax and private client
- How could Covid 19 affect my Tax Residency Status?
26 June 2020 | Tax and private client
- Tax Journal: The trust registration service one year on
11 September 2018 | Charity | Tax and private client