Personal direct tax; non-UK domiciliaries; tax compliance; income tax; capital gains tax (CGT); inheritance tax (IHT).
With over 25 years’ experience in private client taxation, Geoff has a varied client base including high-net-worth individuals, executives and high-paid employees, entrepreneurs, non-domiciled individuals and clients with residency issues.
Geoff assists his clients with annual tax compliance matters and advice on strategic issues such as family wealth planning. This includes the use of wrappers to maximise returns on investments and implementing strategies to pass wealth on to the next generation.
Advising an individual on breaking their UK residence status and maintaining non-UK resident status.
Assisting a non-UK domiciled individual with their UK tax planning and compliance.
Advising a client on business investment relief and family investment companies for property and investment portfolio structuring.
Helping a client to secure and maximise entrepreneurs’ relief.
Chartered Tax Adviser and prize-winning member of the Association of Taxation Technicians (ATT).