Allan is a member of the Private Wealth and Estates Group and specialises in trust and private client compliance and tax advisory work.
He has over 25 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 acts for a number of UK and offshore trustees in addition to a wide range of predominantly UK-based individuals.
Allan qualified as a Chartered Accountant and Chartered Tax Adviser with a ‘big four’ firm in London. He worked in London and Guernsey before returning to his native North East to head the tax and trust department of a major UK law firm. He then moved to Cambridge to head the trust team of another ‘big four’ firm before joining Saffery.
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.