David Norman, Associate Director

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

After April: A future for trusts in family businesses?

After the changes to business property relief, transfers of business assets into trusts could trigger an immediate tax charge. Can they still work as a tool for passing on wealth for business owners and entrepreneurs?

Insight Succession Estate planning

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