Geoffrey is a Senior Manager in our London Private Client Business Team. Within his role, he works with a variety of high-net-worth individuals, large landed estates and entrepreneurs.
Geoffrey is experienced with audits, accounts and tax advisory work regarding individuals, their businesses, and trusts.
Geoffrey is both a Chartered Accountant and Chartered Tax Adviser allowing him to provide an integrated and holistic service with regards to advising family groups, including those which have partnership and trust structures.
Geoffrey is also involved in the firm’s Natural capital sub-group.
Key experience
- Advising on capital taxes and succession planning,
- The mitigation of UK inheritance tax liabilities during lifetime and on death, including the use of trust structures,
- Delivering accounts services across complex family groups, for both the individuals and their associated entities such as family trusts, partnerships and companies,
- Auditing small to medium sized owner managed businesses.
Interests
Geoffrey enjoys playing a variety of racquet sports in his free time and is based in London.