I lead the Private Client Team in the Midlands.
My primary role is to work with clients to preserve and safeguard family wealth.
I have extensive experience of advising trustees on UK tax issues including reviewing their distribution strategies and planning for the periodic 10 year charges. I also advise trustees of older 'A&M settlements' on tax matters when beneficiaries come of age and their interests vest or the trusts are to be wound up.
I work closely with our Tax Investigations team advising trustees and beneficiaries of offshore trusts how the various structures can be wound up, once all historic UK tax liabilities have been settled.
I'd particularly recommend Richard Bull - he's very pragmatic, very knowledgeable and very easy to deal with. He's just very practical and gives effective advice.
What I Do
- Tax planning including income tax and capital gains tax
- Succession planning and inheritance tax
- Investment structuring and asset protection
- Residence and domicile
My Clients
- High net worth individuals
- Trustees and beneficiaries of UK and offshore trusts
- Entrepreneurs
- Family businesses
- Non-resident or non-domicile individuals