Richard joined Saffery in 2015 and advises individuals and their families on their tax affairs.
Richard values the perspectives of fellow professional advisers, so that the combined professional team may provide holistic advice in relation to each client’s wealth, financial and personal goals.
Family investment companies and tax efficient investment structures are a core area of focus.
Richard specialises in residence and international tax aspects as well as succession, estate planning and inheritance tax matters.
He also advises entrepreneurs on pre and post transaction tax planning.
Key experience
- Advising on the Statutory Residence Test and arriving in the UK/departing from the UK,
- Advising on the use of a family investment company to meet a family’s tax and estate planning objectives,
- Assisting clients facing complex tax enquiries and dealing with tax disclosures to HMRC,
- Providing advice on the taxation of carried interest and the disguised investment management fee rules for private equity executives,
- Advising on land pooling and associated property development tax issues.
Interests
Outside of work, Richard enjoys sport, particularly football and running.