Simon specialises in tax planning, trusts, philanthropy, charities and the resolution of potentially contentious issues arising out of wills, trusts and co-ownership of property for private clients and charities.

He has lectured on philanthropy, governance, charity trusteeship and charities in the context of tax-planning. He is actively involved in the promotion of living legacies under the auspices of Philanthropy Impact, of which he was the first Chair.

Simon also includes, as part of the philanthropy offering, the establishment of musical instrument syndicates.

He has acted for families with heritage assets and helped them to plan for a sustainable future and has advised trustees with holdings in overseas companies in the context of major reorganisations, entailing dealings with firms in multiple jurisdictions.

He is the professional trustee and protector of a number of private trusts, both UK and overseas, and charities. 

‘Extremely competent private client lawyer who maintains his professional composure and judgement in the most challenging circumstances.’ (The Legal 500 UK 2018)