Home office: Taunton
David is a Partner in the Private Capital team. He specialises in advising private clients about Inheritance Tax and Capital Gains Tax planning, business succession structures, Will, estate and trust planning. David is from a farming family and his practice has an agricultural focus.
David is a Band 1 Ranked Individual in the Chambers High Net Worth Guide 2021.
Experience
- Advising a private landowner on the tax efficient sale of his farm for development.
- Securing the availability of agricultural property relief and business property relief from inheritance tax on a large farm with a subsidiary property letting operation.
- Advising on and preparing the paperwork to implement the transfer of a substantial working farm to the next generation of the farming family.
- Advising the trustees of a significant landed estate about their substantial claim for heritage property relief.
- Advising on the restructuring of multiple family trusts as part of a broader succession and inheritance tax planning exercise.
Recommendations
confident, personable, very knowledgeable and quick to respond.
Chambers UK 2021 High Net Worth Guide
…very knowledgeable, and has a very good way of communicating complicated issues in an easy to understand manner…He has a compassionate manner in his dealing with clients.
Chambers UK 2021 High Net Worth Guide
Articles by David
Family businesses
Business relief and inheritance tax
What is Business Property Relief and how might it benefit your estate? Call 0800 652 8025 for a free initial consultation and IHT advice. Award winning national firm in Birmingham, Bristol, Cardiff, London, Manchester, Southampton & Taunton.
Read more on Business relief and inheritance tax
Wills & probate
Why make a Will?
Why should you swap the new sofa or a week in the sun for a Will? Because a Will is arguably the most important financial document that you will ever sign.
Read more on Why make a Will?
Wills & probate
Domicile and the inheritance tax spouse exemption
We explore how inheritance tax spouse exemption can be claimed for UK domiciled people married to or in a civil partnership with a non-UK domiciled person.
Read more on Domicile and the inheritance tax spouse exemption
Wills & probate
Wills, inheritance tax and adult children living at home
We consider the inheritance tax implications for adult children still living at home. Need advice? Call 0800 652 8025 for a free initial consultation. Award winning national firm based in Birmingham, Bristol, Cardiff, London, Manchester, Southampton & Taunton.
Read more on Wills, inheritance tax and adult children living at home