
Private Client Services
I specialise in private client work with a particular focus on entrepreneurs. My client base includes ultra-high-net-worth families and their family offices, primarily based in the UK but with significant international interests.
Over the years, I've become the lead adviser to many high-profile tech entrepreneurs, working closely with clients and their wider advisory teams to structure business interests and manage the private wealth arising from liquidity events and profit extraction.
From 2014 to 2019, I served as Chairman of the International Private Client Group in the global network. I continue to travel regularly to the world's major financial centres. I have over 25 years' tax experience, have been with the firm since 2000 and am a member of the Chartered Institute of Taxation.
Ask me about ultra-high-net-worth tax, tech entrepreneur advisory, family office tax, liquidity events, wealth structuring and international private client.