I am a Partner and Head of Tax.
I specialise in private client matters: trusts, tax and estates, in addition to assisting with the management of individuals’ business interests: existing clients include high profile, high-net-worth, individuals.
I work with individuals, established, and growing, businesses; sometimes private-equity backed, and full sized regulated companies.
I have advised on business acquisitions, disposals, succession planning, and partnership agreements for equity owners. I am a trusted adviser and provide support to individuals on private family matters; probate, business, tax & estate planning (specifically tax advice on capital gains, IHT and trusts).
I am a trusted, independent Board Director on UK Companies, including for subsidiaries of overseas international groups.
News and Insight
Tax
New restrictions will limit the ability of family business owners to pass their business to the next generation.
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Trusts are an effective and flexible tool for estate planning, but they require careful planning and a clear understanding of the tax implications.
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Find out how AI is helping streamline due diligence for M&A activity relating to property-rich companies, particularly with regard to tax laws.
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Private Wealth
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There may be very good reasons why your family, or indeed wider beneficiaries, may wish to vary their entitlement under the terms of your Will.
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In certain circumstances, your final Will and Testamentary Disposition might be challenged.
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Gifting can be a very useful tool in Inheritance Tax Planning, and if used correctly, it can partially or wholly mitigate the impact of Inheritance
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What to expect from this year’s Autumn Budget: separating the facts from the rumours
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The concept of a Trust was established approximately 900 years ago and despite the somewhat negative press, can still play an active role in estate
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Whilst gifting assets can be an effective way of reducing the value of your estate, doing so in the wrong way can have a detrimental
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New restrictions will limit the ability of family business owners to pass their business to the next generation.
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Misconceptions persist around second marriages, including what will happen to your children from earlier relationships.
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Trusts are an effective and flexible tool for estate planning, but they require careful planning and a clear understanding of the tax implications.
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Having a power of attorney in place means that your spouse, adult child or someone that you trust can make decisions on your behalf and
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