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Overall Law Firm of the Year - Portugal

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Corporate

We offer compliance and advisory services to privately or family owned businesses, listed companies, Individuals and trusts.

Private

We provide bespoke tax and financial planning advice for individuals, families and trusts.

Litigation

Litigation refers to the rules and practice of resolving disputes in the court system. Nowadays when individuals or companies feel attacked, threatened or taken advantage of, they believe their only opinion is to file a legal suit.

Trust & Estates

A fiduciary structure can help not only protect your assets but can also offer you greater flexibility over their management and distribution.

READ MORE ABOUT US AND OUR SERVICES

“The Truth will prevail”

– Thomas Brooks

LEXeFISCAL (Vincit Veritas’ [truth will prevail]) is true to fact, we educate our clients; that if they truly need our help, then from the outset ‘tell us the truth and nothing but the truth’ otherwise we cannot and will not be able to find the correct solution that will enable us to correctly and legally assist them.

OUR HISTORY:

– 2010, Opening

On the 1st of September 2010, LEXeFISCAL was born from an idea of Dr Frank to have a one stop shop for clients who are seeking professional bespoke legal and fiscal advice. T he name LEXeFISCAL is a combination of the word LEX which meaning ‘law’ in Latin and ‘fiscal’. ‘LEX’ represents the Roman empire who are noted for their impeccable legal system, while ‘fiscal’ expresses the dynamism of the international ever-changing tax rules nowadays. Like our ancestor, our hope is to be great in the constantly evolving tax law world. Our logo which portrays the balance highlights LEXeFISCAL aim to be the balance between satisfying our clients tax law  needs and complying with the rules and regulations set out by the authorities.

– 2011, LEXeFISCAL Partnership

In 2012, LEXeFISCAL partnered with NPHI Ltd (an International marketing consultancy company based in the UK). This was a crucial partnership to bring into the firm marketing orientated services to improve our services to the client which is always LEXeFISCAL’s  focus.

– 2015,  World Finance Award Winner

On the 3rd of February 2015, LEXeFISCAL was delighted to announce that we were the winner of the prestigious World Finance Awards 2015 for “Best UK Tax Firm of the Year”. For our boutique tax law firm to be named UK Tax Firm of the Year in 2013 was incredible. To be nominated and receive our second award in a highly competitive market was even more impressive and a wonderful start to 2015.

HOW WE CAN HELP YOU:

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  • International Tax Planning

    At LEXeFISCAL, we specialise in international tax planning. We provide bespoke international tax planning advice and expatriate tax planning assistance to a diverse range of clients.

    All International transactions have tax implications. While some minor transactions can be straightforward requiring little expertise, once an individual or company is established in a foreign jurisdiction, tax planning can become very intricate, often resulting in unforeseen tax complication. Specialist international tax advice is therefore vital to avoid legal tax investigations.

    In some countries, the personal and corporate tax rates are very high, hence clients may wish to trade outside their host country. In such a case, our international tax team ensures that they take maximum advantage of the different tax rules between the client’s host country and the trading company to ensure that all tax benefits is exploited.

    If you wish to know more about our International Tax Planning services, please contact our Senior Partner, Dr Clifford Frank on 020 7887 1948 or email:clifford@lexefiscal.com

  • Inheritance Tax Planning

    Inheritance Tax is paid if a person’s estate (their property, money and possessions) is worth more than £325,000 when they die. This is called the ‘Inheritance Tax threshold’. The rate of Inheritance Tax is 40% on anything above the threshold. The rate may be reduced to 36% if 10% or more of the estate is left to charity.

    At LEXeFISCAL, we provide high network individuals and family with 360 plans in order to avoid in the unfortunate event of a death a huge inheritance tax.

    Our inheritance tax team tailor Inheritance Plan to suit each of our diverse clients need. We take maximum advantage of all exemptions and law so that our clients can pay only the absolutely necessary inheritance tax.

    We work closely with our estate planning team to advise you how to best reduce your inheritance tax through tax planning during your lifetime, and in your will by:

    • Using the spouse exemption within your will
    • Making gifts
    • Setting up trusts
    • Making investments
    • Taking out specific insurance policies
    • Skipping a generation

    If you wish to know more about our Inheritance Tax Planning services, please contact our Senior Partner, Dr. Clifford Frank on 020 7887 1948 or email: clifford@lexefiscal.com

  • Tax Investigations

    As a result of very strict tax regulations, government agencies require to carry out enquiries to ensure that everyone complies with the rules and regulation. Individuals and companies are frightened of this. At LEXeFISCAL, we work side by side with our clients who can rely on our very responsive and qualified team. We help our clients with all complaint and enquiries from Her Majesty’s Revenue and Customs (HMRC). We analyse all documents and create detailed plans on how to refute claims.

    LEXeFISCAL is covered by fee protection insurance on behalf of our clients. This means that all fees required to carry out a tax investigation is almost covered.

    If you wish to know more about our Tax Investigation services, please contact Dr. Clifford Frank our Senior Partner on 020 7887 1948 or email: clifford@lexefiscal.com

  • Wills

    LEXeFISCAL’s Will writing services help our clients to plan for the future; ensuring that their assets go to the people, places or causes that they want.

    Anyone over the age of 18 can make a Will and it is effective until you change the contents, destroy the Will, marry/remarry or enter into a civil partnership.).

    At LEXeFISCAL, we ensure that our clients make a Will and update it regularly to ensure that changes in your financial/ material positions are covered so as to avoid confusion and unnecessary expenses for those left behind. Making a Will gives you the opportunity to:

    safeguard your assets
    appoint an executor for your estate
    create trusts for your loved ones
    benefit from tax savings
    make a charitable gift
    provide instructions for your funeral arrangements
    ensure protection against claims
    reduce chances of will disputes
    If you wish to know more about our Will writing services, please contact our Practice Manager, Ms Marianna Penna on 020 7887 1948 or email:marianna@lexefiscal.com

  • LPA

    At LEXeFISCAL, we prepare our client for an unfortunate accident that may incur leaving them incapable of managing their affairs (lack of mental capacity). We ensure that our clients have in place ‘Lasting Power of Attorney’ to cover health and Welfare and Assets and Finance, a popular occurrence following Mr. Michael Schumacher’s unfortunate accident. For example, should you experience such a tragedy the courts will freeze your affairs, which would or could have disastrous effects. If you have a LPA in place, in the event of the loss of mental capacity, someone you appointed can look after your health and wealth.

    A Lasting lasting power of attorney (LPA) is a legal document that lets the ‘donor’ appoint others (known as ‘attorneys’) to make decisions on his/her behalf.

    It can only be used if the donor loses mental capacity and therefore unable to make his/her own decisions unless stated otherwise.

    There are 2 forms of lasting power of attorney:

    • Health and Welfare
    • Property and Financial Affairs

    You can choose to make one or both.

    You must be 18 years of age or over and have mental capacity, (the ability to make your own decisions) when making a lasting power of attorney.

     

    What LEXeFISCAL can do to assist you.

    • We would collect all the relevant information for the donor, attorney(s), replacement attorney(s), person who need to be told
    • We  would act as Certificate Provider Service to certify that the donor has mental capacity for LPA’s purposes
    • We would prepare the form for LPA’ registration to be signed by the donor, attorney(s), replacement attorney(s)
    • We would prepare the actual LPA’s documents to be signed by the donor, attorney(s), replacement attorney(s), certificate provider(s)
    • We would send the notice letter(s) to the people who needs to be told
    • We would send all the documentation (LPA’s plus registration form) together with the registration fee cheque to the Office of the Public Guardian
    • We would follow up with the Office of the Public Guardian on the final registration.

    If you wish to know more about LPA, please contact our Practice Manager, Ms Marianna Penna on 020 7887 1948 or email: marianna@lexefiscal.com

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LATEST NEWS & TESTIMONIALS

  • User-2-512David Young
    “I've worked with Clifford over the years and found him to have an excellent understanding of tax and accounting matters. He's very good with deadlines and easy to deal with. Clifford gets the job done.” October 5, 2010 Top qualities: Personable, Expert, Creative David Young, hired Clifford as a Accountant in 2000, and hired Clifford more than once
  • User-2-512Gboyega Ojuri
    “He has managed my affairs for many years and is detailed and upfront with his professional advice.” September 30, 2010 Top qualities: Expert, Good Value, High Integrity Gboyega Ojuri, hired Clifford as a Accountant in 1995, and hired Clifford more than once
  • User-2-512Igor Pikovsky
    “Excellent expert advise, attention to detail and ability to handle complex accounting setups.” October 19, 2010 Top qualities: Great Results, Personable, Expert Igor Pikovsky hired Clifford as a Accountant in 1999, and hired Clifford more than once
  • User-2-512Steve Greene
    “Clifford has provided international tax planning services, and filed international corporate and personal tax returns for me thought the course of my entire professional career. His work has integrated seamlessly with that of our US accounting firms with no overlap of services -- only synergies. Clifford is a strategic thinker with a comprehensive understanding of international tax matters. He is capable, trustworthy, and easy to work with. I would highly recommend Clifford Frank to anyone seeking a qualified business partner for international corporate tax and advisory services.” September 27, 2010 Top qualities: Great Results, Personable, Expert Steve Greene hired Clifford as a Accountant in 1989, and hired Clifford more than once
  • User-2-512Damien Jourquin
    “Clifford helped me at the beginning of my business. Top marks.” Damien Jourquin, Director at Damien Jourquin property investments.
  • User-2-512Vjay Acharya
      I strongly recommend Clifford Frank of LEXeFISCAL for the clear, accurate and thorough bespoke tax advice he covered during the ‘Up Close and Personal’ event. The information that he provided regarding family, business and international issues with inheritance and tax sufficient structures were very relevant and useful.“ Vjay Acharya, C.E.O. Avia Wealth Management Ltd  

Customers Satisfaction Survey

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MEET OUR TEAM

Clifford Frank

Clifford Frank

Senior Partner
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    Professional qualifications.
    LLM(tax) 2005, HDipICA 2008, London University, PhD 2015 Cavalla University.
    Certified Mediator, Regent University London.

    Areas of practice
    International and domestic taxation, Trust, Corporate law, Arbitration and Mediation.

    Recent transactions:

    Acting for seller in Share sale, involving de-grouping issues, involving properties held outside the UK transferred to the UK £6.1m
    Dialogue Group Ltd: Reorganisation of international group for royalty planning £26m
    National Crime Agency investigation.£1.3m
    Acting for creditors group in GLA, action against an insolvent group.£6,4m
    Structuring an American group in Bio-fuel start up project in South Africa.US$600m
    Prime Property Collection Ltd: Inheritance Tax planning/cross border Italy/UK
    Languages : English, Italian (Elementary proficiency).

    Publications :

    3 Ways to Settle your Tax “Staying in Switzerland and Preserving your Anonymity.
    REIT’s creating value& Liquidity from ‘a ’property portfolio tax efficiently.
    Why me? ‘A tax investigation’
    Second Budget 2015 Highlights, 2 October 2015.

Marianna Penna

Marianna Penna

Practice Manager
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    Professional qualifications.

    Member of Chartered Journalists in Italy (2010)

    Areas of practice.
    Looking after Finance, HR, Marketing and PR, Business Development.
    Managing a team of seven people in the UK, of two in Italy and coordinate Cyprus and Grenada operations.

    Non-professional qualifications.
    Master’s Degree in Economics (2001), University Federico II, Napoli, Italy

    Recent transactions.
    Brought to the firm a portfolio of clients worth £200,000 in the last two years.
    Restructuring the internal procedures and manual
    creating a very innovative marketing campaign which would be on air in Spring 2016.
    Awards: 2015 Leading Adviser.

    Languages :  Italian mother tongue, English (proficiency), Spanish (medium proficiency)

Angelo Chirulli

Angelo Chirulli

Senior Tax Associate
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    Professional qualifications.
    CTA partly qualified (2015), CIPD (2015)
    ACA (Italy) (2007), Certified Payroll and Employment Law Consultant (Italy) (2001)

    Areas of practice.

    International and domestic taxation, Expatriate Tax, Human Resources advisory, Corporate Law, Inheritance Tax

    Non-professional qualifications.
    Master in Business Administration (Italy) (2003), Master’s Degree in Economics (2002), University of Bari, Italy

    Recent transactions.

    Dialogue Group Ltd: Reorganisation of international group for royalty planning £26m
    Expatriate tax advisory for income, capital gains and estate tax planning in the relevant jurisdictions
    National Crime Agency investigation.£1.3m acting as Project Leader
    Prime Property Collection Ltd: Inheritance Tax planning/cross border Italy/UK
    Tax return compliance services, transaction and reorganisation advice, wealth optimisation from a tax perspective, and estate and succession tax advice to international clients
    Professional employment law advice and training including contracts, tribunals and Payroll procedures, providing advice and assistance on internal policies
    Languages : English, Italian, Spanish (medium proficiency)

    Professional associations/memberships.
    CIPD member

    Italian Order of Certified Chartered Accountants of Taranto (Italy) member

Samantha Baud

Samantha Baud

Accounts
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    Professional qualifications.
    BA (Hons) Psychology

    Areas of practice.

    Invoicing and debt collection. Under the immediate supervision of the Practice Manager, Samantha acts as the resource person and resolves problems.

    Languages.

    English(first language), Malay (proficient)

    Professional associations/memberships.

    Private Pilots License (PPL) – London Transport Flying Club

Buzby Williams

Buzby Williams

Estate Planner
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    Areas of practice.

    Wills, Lasting Power of Attorney, Trusts

    Experience
    Worked as a financial advisor since 1989 and incorporated Estate planning in 1990.
    He has ran a business with a team of 38 staff between 1990 and 1993.
    He joined LEXeFISCAL in September 2015.

Modupeola Abidemi

Modupeola Abidemi

Admin
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    Professional qualifications
    International Baccalaureate Diploma

    Areas of practice: coordinating events, marketing collateral management and distribution, database system maintenance, internal bookkeeping, diary management.

Want to be an intern with us and you are a student?

LEXeFISCAL has a fast paced environment and we seek talented individuals who crave learning new skills and are not afraid to tackle critical tasks. As an intern you will work with our different departments while working on real projects that will improve your expertise.

Apply Now

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Fill out the form below to receive a complimentary and confidential half an hour initial consultation.

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