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).
Event
Navigating change: Autumn Budget 2025 insights for businesses
Emma Queen, Colette Henshaw, Alexander Simpson, Jayne Harrold, Vicki Weston, Michael Beard
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.