Areas of expertise
Wealth protection; capital taxes; trusts; landed estates; succession issues; family businesses.
Joss specialises in looking after landed estates, farms, trusts, high-net-worth families and individuals. His role encompasses virtually every aspect of family finances, including tax planning, budgeting and cashflow, school fees planning, deferring income for the younger generation and asset allocation.
He is experienced in acting as executor, helping with pre-nuptial agreements and in disputes between generations. Joss also advises on charitable trusts and giving.
- Co-ordinating the transfer of responsibilities for one of the country’s most prestigious family offices to Smith & Williamson and providing a bespoke ‘virtual’ family office service to a substantial proportion of the family.
- Succession planning for numerous families wishing to pass on assets from the head of the family to a younger generation and managing the transition.
- Lead partner on a number of clients with significant business issues.
Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW).