David’s principal area of work is advising owners of landed and rural estates, which includes individuals, companies, partnerships and trusts, including Heritage Maintenance Funds.
He also provides advice to owner-managed businesses and high net worth individuals, and enjoys working closely with clients, their families and other professional advisers.
David has a keen interest in ensuring that wealth is not eroded by capital taxation and is well versed in providing clear and practical advice that is tailored to meet both the business and personal objectives of his clients. In addition, he understands that cash flow is often a major concern and works hard to ensure that income tax is minimised and budgeted for well in advance.
He joined Saffery in July 2014, after spending over 13 years in a top ten accountancy firm, where he also specialised in providing advice to high net worth individuals and traditional landed estates.
- Inheritance tax planning for trustees to minimise future 10-year charges,
- Advising clients with development land on establishing corporate structures to minimise taxation,
- Providing advice on business restructuring to maximise Business Property and Agricultural Property Relief,
- Sideways loss relief restructuring to minimise the effect of the capping rules,
- Business Asset Disposal Relief advice involving the disposal of development land and businesses generally,
- Successfully advising clients in relation to HM Revenue & Customs enquiries, including those into house opening trading losses,
- Advice to owners of heritage assets on the creation and resettlement of Heritage Maintenance Funds.
David is married and has two young daughters, with whom he enjoys participating in many activities in and around Salisbury where they live. He also enjoys socialising with friends and honing his culinary skills on them.
To burn off the calories, David enjoys running and having now completed both the New Forest and London marathons, is currently striving to improve his times over shorter distances.