Wealth Preservation Matters: Meet Muna Rogoff
I decided at a fairly young age that I wanted to study law. The big question for me was where I would be embarking on that adventure. I grew up in Austria and did my A-Levels there but dreamt of the big smoke and decided to take the plunge and apply to study law at UCL. I had so much fun I decided to stay in London and joined the firm as a trainee in 2006.
I really enjoy the variety that wealth preservation work brings with it and the breadth of issues I can assist my clients with really makes every day interesting. One minute I might be advising a client on how best to structure their complex, cross-border estate in terms of tax and Will planning and the next I might be speaking to a client who is concerned about their elderly parent’s ability to cope with their finances and day to day living arrangements.
I have a varied client base including many international clients particularly those with a connection to Germany, Austria and Switzerland. Being able to communicate with clients in their native language and having a clear insight into cultural differences enables me to assist them in complex and often sensitive situations. I have built up close working relationships with solicitors and accountants in Germany, Switzerland and Austria ensuring that clients’ tax and estate planning is seamless and consistent between the jurisdictions. For instance, I have assisted German-speaking executors/administrators in administering a deceased’s assets in the UK and have successfully resolved conflicts between beneficiaries based abroad and UK executors.
Whilst interactions with clients have changed over the last few months, our technology allowed for a smooth transition to providing assistance remotely. Whilst I miss the face to face contact, I am delighted to be able to assist clients virtually in any way I can.
My most memorable instruction was a client who wanted his Will to include very specific funeral wishes. He was intent on having a ‘Viking funeral’ including being set alight on a barge on the Thames. Sadly, health and safety got in the way, but we came up with a solution he was happy with.
When I am out of the office, I enjoy playing the violin although I hate practising scales. Lockdown has had a positive impact on my fitness levels as I have recently taken up running. In less restricted times, I enjoy travelling and exploring different cultures.
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