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Now based on the Isle of Man I provide a bespoke tax advisory service to UK, Manx and International clients including Lloyd's Underwriters.
UK services include Inheritance Tax mitigation, advising on tax-efficient ways of passing on wealth, Capital Gains Tax and Trusts. Current projects include property incorporation with an IHT advantage and IHT planning involving partnerships, Qualifying Non-UK Pension Schemes and Asset Remuneration Trusts. I have also created a structure for IHT mitigation specifically for married couples/civil partners. I also advise on tax residence and domicile issues. A Tax Return preparation service is available for individuals and Trusts, both UK and Isle of Man; also Non-Resident Capital Gains Tax and Annual Tax on Enveloped Dwellings Returns.
A little bit about me: I started my career with the Inland Revenue but after a short time I moved to the Midland Bank Trust Company. A further move saw me settle with Price Waterhouse for over 12 years before I set up my own tax practice. In addition I have worked with niche tax planning firms both in London and on the Isle of Man where I now reside and operate through my company.