Tax, Trusts and Family; Private Wealth

Partner and head of the firm's Private Client Services department.  Specialises in tax and estate planning for both UK and offshore clients. This includes advising landed estates and diversified farm businesses on their various tax, trust and agricultural issues. He also has a particular focus on succession planning and structuring for family business owners and heads up Burges Salmon’s Family Business team. His international work includes advising resident and non-resident clients on their global trust and wealth structuring and advising on structures to pass their wealth on to the next generation. Recent examples of work include: advising an international family with £300m+ assets on their offshore structures, innovative partnership and trust structuring to claim CGT relief on a record breaking agricultural land sale; advising the trustees of a significant landed estate following the death of its main heir; drafting and advising on a Family Charter to set out the principles of how control and ownership will pass in a large diversified family business to give certainty to the next generation. Winner of STEP President’s prize for best thesis on international issues.

Trained Burges Salmon; qualified 2004; partner 2012. Three years living in Japan and working for local government; three years setting up and managing own businesses in the UK.

German, Japanese, French.

Committee member National Law Society Capital Taxes Sub-Committee.

Attended Nottingham High School, Nottingham; Bristol University (1995 Euro LLB); University of the West of England, Bristol (2003 LPC Distinction).

Mountainbiking.