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.
Having previously worked at Deloitte I subsequently used my specialist tax experience to set up my own practice for a number of years. I later joined OGR Stock Denton’s Private Client department.
“Pleasant, patient, intelligent, very helpful and quick to understand our needs.”
"I am writing to thank you for the excellent service you have shown me recently. Your work ethic is totally unselfish and it is always very clear that you only have your client's best interest in mind. Your knowledge of your industry is phenomenal which gives me great confidence in your product. I called on your services as i needed a Will. I thought that the one I had was sufficient for my needs but after giving it to you to look at, it was clear that it was totally useless. Your patience with me and my situation was second to none and you did everything to help me achieve the correct will which is very important to me. You explained to me in great detail all of my options and you always put my mind at rest. I would not hesitate to refer you to any of my friends and colleagues"
"Thank you for your conscientious, impartial and sensitive handling of our meeting with you...it was a pleasure to meet you both, for what was an informative and constructive discussion about the steps Michael, Helen and I need to take to ensure Roger's continued wellbeing - It would be a privilege if you were to use my words in a testimonial"
"Thanks for your help with everything over the last couple of weeks - he told me he was very happy with your clear explanations and the advice you were able to provide him and my mother-in-law."
- Advising property owners on ways to divest themselves of the asset but retaining the rental income.
- Advising business owners on the use of trusts for the benefit of the surviving spouse, children and other family members.
- Advising overseas clients on the structure of their investments to reduce their potential tax liability.
- Advising clients on the reduction of the rate payable by beneficiaries of the estate by making gifts to charity.
- Advising high-net-worth individuals on the use of their surplus income to make gifts to family members in a tax efficient manner.
- STEP (Society of Trust and Estate Practitioners)
- Chartered Institute of Taxation (CIOT)
- The Law Society of England and Wales
I regularly present seminars at business breakfast meetings and stress the importance of Will and estate planning.
I am married with two children and in my spare time I enjoy watching cricket, keeping fit and travelling.