UK
Ireland
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.
Article
Surviving inheritance: Tax and governance for family businesses after BPR reforms
Inheritance tax changes are an opportunity for many family business owners to finally address succession and secure their legacy.
Article
Could a UK wealth tax be on the horizon as we approach the Autumn Budget 2025?
With speculation mounting in the press over the potential introduction of a wealth tax in the upcoming Autumn Budget, we consider what a wealth tax is, how it could be introduced in the UK and the legion of challenges it would raise.