James advises a wide range of families and individuals across the financial services and other commercial sectors. A large number of his clients have cross-border interests, with properties or other investments outside the UK. He therefore specialises in advising families on mitigating the potential effects of UK and other taxes on their current and future wealth.
As a trusted family adviser, James provides long-term strategic guidance to families on the shape of their future finances, working collaboratively with lawyers and investment professionals to help clients achieve their goals.
Many of James’s clients are non-domiciled and he works closely with them to reach practical solutions to structuring their non-UK assets.
James has been listed as a UK Top 10 Tax Accountant in the prestigious annual rankings from Spear’s magazine for the past six years. In addition, he was recognised as one of the Private Client Global Elite Tax Advisers in 2019 and included in the Private Client Global Elite Directory (2021).
James is quoted regularly in The Financial Times and The Sunday Times, giving insights into ever evolving world of UK tax.
- Advising on and implementing long-term investment holding structures for families.
- Working with UK-based families to structure property interests in the UK and overseas in a tax efficient manner to minimise ongoing taxes.
- Advising wealthy individuals on setting up bespoke charitable vehicles to ensure maximum tax efficiency and minimum ongoing costs.
- Assisting families and individuals with complex HM Revenue & Customs investigations to ensure that their tax affairs are regularised in a practical and cost-effective manner.
James is married with three daughters, spending his spare time skiing in the winter and exercising outdoors in the summer.