James advises wealthy individuals and families on their private wealth matters, anticipating and solving issues before they become problems.
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.
A large number of his clients are either non-domiciled or have cross-border interests. He therefore specialises in advising families on mitigating the potential effects of UK and other taxes on their current and future wealth.
James has been listed as a UK Top 10 Tax Accountant in the prestigious annual rankings from Spear’s magazine for the past seven years. In addition, he was recognised as one of the Private Client Global Elite Tax Advisers and included in the Private Client Global Elite Directory.
James has been quoted in The Financial Times and The Sunday Times, giving insights into ever evolving world of UK tax.
James sits on the firm’s Management Board and has overall responsibility for how Saffery LLP faces the market.
Key experience
- Advising on and implementing long-term investment holding structures for families, seeking to minimise the scope for long term disagreements,
- 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.
Interests
James is married with three daughters, spending his spare time skiing in the winter and exercising outdoors in the summer.