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
Autumn Budget 2025: Private equity
There were fewer changes than some feared for private equity investors and their portfolio companies, but the broad package of varied tax changes will impact everyone in years to come.
Article
Autumn Budget 2025: Limited tax changes specific to international individuals – for now
Following significant tax changes in the Autumn 2024 Budget, including the abolition of the non-UK domiciled tax regime, it was unsurprising that this year’s Budget contained little that will specifically impact the tax treatment for international individuals.