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Claudia Shan

LLB, BCom, TEP

Claudia completed her conjoint degrees BCom/LLB at the University of Auckland. Prior to entering practice in a leading New Zealand law firm in 2004, she worked in the Auckland office of Ernst & Young, focusing on tax. She has also worked in the Island of Guernsey, the Channel Islands, for almost 6 years for two leading offshore law firms and was at the time enrolled and admitted to practice as a Solicitor of the Supreme Court of England and Wales.

Claudia specialises in all aspects of trust, private client, and international wealth planning. Claudia has advised a wide range of clients, both residents and non-residents, on local and foreign trusts, tax residency, asset protection, FATCA, Common Reporting Standards, international tax, and trust law issues. Claudia is recognised as a specialist and has been appointed for a second term to 2 Auckland District Law Society committees, namely, The AML/CFT Law Committee and the Trust Law Committee. She advises clients in respect to asset protection, establishment, administration, restructuring and winding up/termination of clients’ personal, investment and business structures including trusts, companies, and limited partnerships. She also advises clients in respect to their compliance, regulatory and anti-money laundering obligations.

She has advised many of the leading international trust companies, high net worth individuals, private companies, family businesses, multi-national banks, and globally renowned financial services organisations. Claudia is a full member of the Society of Trust and Estate Practitioners. She has published a number of articles in Private Client Practitioner, Tax Planning International and Trust & Trustees. Claudia also contributes to the New Zealand chapter of The Private Wealth & Private Client Law Review for the International Comparatives Legal Guide (ICLG).