Areas of expertise
Non-domiciled individuals; self-invested personal pensions; bespoke family open-ended investment companies.
Since joining Smith & Williamson in 1989, Rohan has provided advice on long-term investment strategies to trustees, families, professionals and entrepreneurs both onshore and offshore. Many of these relationships have continued for more than 20 years.
He runs portfolios in a wide range of tax environments, including pension funds and non-UK residence and domicile.
Rohan is experienced in divorce situations, probate and inheritance and advises on succession planning and guidance for the next generation.
Fellow of the Chartered Institute for Securities & Investment (CISI).