Areas of expertise
Private client tax services; tax residence and domicile issues; UK trusts; offshore trusts.
Mark has over 30 years’ experience of working with private clients, including individuals, partnerships and trusts. He also has considerable experience in dealing with HMRC enquiries.
His training included time with one of the Big Four accountancy firms, a secondment to Lloyd’s of London, and a number of years at HMRC.
Mark was considered among the top ten UK private client accountants by Citywire, the independent financial publisher.
- Advising trustees and beneficiaries on the tax issues of extracting funds from an offshore structure.
- Advising a client on the tax issues of structure asset holdings pre-arrival in the UK.
- Effectively dealing with the tax issues on winding up of trusts.
- Advising on tax issues for wealthy families and trusts with sophisticated financial and complex personal affairs.
Member of the Chartered Institute of Taxation (CIOT).