Tom Warner

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.