UK
Ireland
Trusts; deceased estates; private clients; inheritance tax.
Experience
David has looked after the tax affairs of families with both inherited and newly-acquired wealth for around 30 years. His clients include trusts, deceased estates and private clients.
He advises trustees and executors on accounting, taxation and administration. He also advises clients on the creation and winding up of trusts.
Notable client work and achievements
- Accounting for large complex estates
- Planning for significant inheritance tax decennial charges
- Advising beneficiaries in relation to their interests in both UK and offshore trusts
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.