UK
Ireland
Trusts; philanthropy; succession planning; wills; private clients; income tax; capital gains tax (CGT); inheritance tax (IHT).
Experience
Chris has looked after the tax affairs of families with both inherited and newly-acquired wealth for around 30 years. His clients include high-net-worth individuals, trusts and charities. He advises trustees on accounting, taxation and administration.
He deals with many probate matters, including the administration of estates and tax planning. Chris also gives advice on philanthropy, succession planning and wills.
Chris often acts in conjunction with other service providers such as banks, solicitors, land agents, etc.
Notable achievements
- Advising trustees on alternative strategies that could be used to manage young adults receiving large sums of capital/income.
- Acting as trusted adviser to a number of families.
- Advising on the implications of the re-appointment of trust interests to increase efficiency and to fit within the family dynamics.
Professional qualifications/memberships
Member of the Chartered Institute of Taxation (CIOT), Association of Accounting Technicians (AAT) and Society of Trust and Estate Practitioners (STEP).
Article
Budget 2026: New tax credit proposals to address US LLC double taxation
The government has set out plans for a new foreign tax credit mechanism to address the double taxation faced by UK residents who invest in US limited liability companies and other reverse hybrid entities.
Article
Autumn Budget 2026: What it means for real estate
Breathing space for today, fresh hope for the future: Easing the cost of living and doing business was a focal point of much of the Budget, while policies also looked forward, considering how the UK will work with AI and support people through varying life stages, from buying their first home and raising a family to obtaining care support in later years.