David specialises in overseeing the personal tax affairs of a broad range of clients, including business owners, landlords, agricultural clients and high-net-worth individuals.
He is committed to delivering a high level of service by taking the time to understand his clients’ circumstances and providing a holistic approach to their tax affairs.
David joined Saffery in August 2023, recognising that the firm’s core values – excellence, integrity, collaboration and enthusiasm – closely align with his own. He is a member of the Chartered Institute of Taxation (CIOT) and is committed to applying its professional standards and principles in all aspects of his work.
Key experience
- Leading the compliance team on complex income and capital tax matters for individuals and trusts,
- Pension tax planning and compliance for individuals,
- Advising on capital gains tax and inheritance tax matters,
- Delivering clear, jargon-free explanations of complex tax issues,
- Advising on UK residence and the application of the Statutory Residence Test,
- Supporting individuals, trustees and families through HMRC enquiries and investigations,
- Building long-term relationships with clients by offering practical, commercially focused tax advice.
Interests
Away from work, David is married with three young children and so trips to the local parks are frequent. He is a season ticket holder at Hull City and also enjoys walking, reading and re-listening to music of the 90s.