UK
Ireland
Private client tax services; landed estates and equine; capital gains tax (CGT) planning; inheritance tax (IHT) planning.
Experience
Lee joined Smith & Williamson as a graduate in 2003. He initially specialised in professional partnerships before moving to the private client sector, where he deals with a wide range of technical areas.
These areas include succession planning on family estates, high-net-worth individuals, family businesses, bloodstock clients and general taxation advice.
Notable achievements
- Guidance on succession planning in respect of family partnerships.
- Advising clients on exit planning, business tax matters and gifting assets to the next generation.
- Assisting with the creation and termination of family trusts.
- Advice on the structuring of businesses.
Professional qualifications/memberships
- Chartered Tax Adviser, winner of the Chartered Institute of Taxation (CIOT) gold medal.
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.