About me
I’m partner in our Private Client team advising on individual and corporate tax, specifically income and capital taxes and corporate structuring for the benefit of shareholders.
My clients are mainly high-net-worth individuals with property and business interests in the UK. Many of them have already been with me for 10 years or more and have in turn recommended me to their own contacts, which is how my practice continues to grow. I’ve built many trusted relationships in that time on the basis that the advice I provide is pertinent and clear. I think my clients also appreciate that I’m always there for them to consult on matters, tax-related or otherwise.
I pride myself on providing clear and simple advice, even when the matter is complex, that will allow clients to make the right decisions with full knowledge of relevant consequences. The job satisfaction for me comes from knowing they fully understand the issues and are happy with the proposed solutions.
My experience
- Member of STEP
- Experience Advising a consortium of Saudi and Kuwaiti investors on the acquisition and management of student accommodation portfolios in the UK, with a market value of around £1billion.
- Advising and assisting in the restructuring of a UK property business, worth around £250m, to reduce UK inheritance tax.
- Advising and assisting a Saudi Sheikh on the restructure of his UK property portfolio, worth around £150m, to avoid ATED charges and reduce the impact of inheritance tax and estate administration.
- Advise HNWI on their pre-arrival planning to the UK and the set-up of offshore structures such as Trusts and Foundations.
- Advise HNWI on leaving the UK and restructuring their UK estates, in line with changes to the tax rules in the UK.
