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
Behind the growth episode three: Stuart Trevor, founder of AllSaints
Behind the growth is S&W’s exclusive vodcast series sharing stories and strategies powering business success. In episode three, Lara Lewington speaks to Stuart Trevor, founder of AllSaints, about the realities of building one of the UK’s most recognisable fashion brands.