Specialise in capital taxes planning, CGT on disposals, IHT planning and advice on wills. Can assist in planning the structure of any disposal to minimise the incidence of tax. IHT planning can encompass the whole family and business objectives. Can go arm in arm with succession planning for the business and exit routes from the business.
Advise family businesses from the cradle to the grave.
Expert witness work, acting as a witness for either side or as a single joint expert. Reports in accordance with Court rules for loss of profits, business and share valuations, shareholder or partner dispute matters, claims of financial or professional negligence (accounting and tax matters). Regularly prepare reports for court and have appeared in Court and been cross examined, locally and in the Royal Courts of Justice.
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