Tom Warner, Director

Landed estates and rural businesses, trusts, capital tax planning, family succession planning and structure efficiency planning.

Experience

Tom joined S&W (under its previous names) in 2015, having first joined the tax and accountancy industry in 2010. His background is in family businesses and succession planning with a keen focus on trusts and estates.

Tom now deals with numerous traditional landed estates and rural businesses with a focus on the agricultural sector. He is on hand to provide structural and planning advice.

Notable client work & achievements

Advising on a capital reduction demerger for a traditional landed estate to separate trading and investment sides of the business to maximise inheritance tax efficiencies
Restructuring of numerous businesses following a review of the Balfour and inheritance tax profile to assist family decision making and effect succession planning
Named as one of Accountancy Age’s Top 35 Under 35 Accountants in 2021 and 2022

Professional qualifications & memberships

Chartered Tax Adviser, Chartered Accountant, Affiliate Member of the Society of Trusts and Estates Practitioners, a member of the firm’s Landed Estate and Rural Business Sector Group and a member of the ICAEW Farming & Rural Business Community Advisory Group.