Areas of expertise
Comprehensive personal wealth structuring; tax-efficient equity investments; succession and exit planning.
John provides independent and comprehensive advice to assist clients, both corporate and private, domestic and international, to commercially manage their tax and financial exposures. With a wealth of experience of implementing arrangements to realise and preserve value, John is able to provide real-time pragmatic advice during a transaction, maintaining the momentum necessary to deliver planned outcomes.
- Utilisation of family unlimited investment companies to cascade wealth to subsequent generations.
- Structuring of successions and exits to minimise tax and other costs.
- Utilisation of tax-favoured schemes to incentivise employees, management and investors.
- Regularly acts as a director, trustee and protector of his client entities.
Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and an associate of the Taxation Institute Incorporated. Also a member of the Society of Trust and Estate Practitioners (STEP).