Allan is a former partner of the UK Private Client Group and specialises in trust and private client compliance and tax advisory work.
He has over 30 years’ experience, working in London, the Channel Islands and Cambridge, with ‘big four’ accountancy firms, and in the North East with a major law firm.
Allan acted for a number of UK and offshore trustees in addition to a wide range of predominantly UK-based individuals.
Key experience
- Trust accounting and tax compliance for UK trusts and their beneficiaries,
- Tax planning for UK trustees, ranging from inheritance tax to business structures,
- Advice to UK resident individuals on capital taxes planning,
- Advice to non-UK resident trustees and the trust beneficiaries on the UK tax position in relation to income and gains which have arisen offshore.
Interests
Allan is married with three children. His main hobby is golf and he is an active member of the local golf course. Other interests are football and rugby, now purely as a spectator.