Business owners, property investors, overseas clients and high-net-worth individuals seeking to mitigate their Inheritance and Capital Gains Tax liabilities benefit from my 20 years’ experience as a Solicitor and Chartered Tax Adviser.
I am committed to providing the most suitable solutions, enabling clients to minimise their tax exposure whilst ensuring the protection of their assets. To this end I work very hard to understand the client’s objectives and ensure our advice is tailored to their individual needs.
I believe in a proactive approach and will explore possible tax planning opportunities with executors, trustees and beneficiaries through the use of deeds of variation, trusts and by making gifts to charities.
Non-resident clients also benefit from my extensive experience advising on the use of double tax treaties, forced heirship rules and the legislation affecting foreign domiciliaries. I also hold the STEP Advanced Certificate in UK Tax for International Clients.
In addition I prepare and register Lasting Powers of Attorney covering both property and affairs and health and welfare issues and make applications to the Court of Protection for family members to be appointed as a deputy.