James is a private client specialist, acting for high-net worth individuals and families, family-owned businesses and landed estates.
As a private client specialist, James has a particular focus on providing capital tax and trust, strategy, and wealth preservation advice.
James has considerable experience advising on UK and offshore trust structures and international aspects of UK taxation, together with inheritance and other capital tax issues. For many clients, he also manages the tax and accounting compliance processes for both families and their trust and business interests.
James joined Saffery as a partner in 2023 from a Big Four firm, where he led the private client team in the East of England. He is a member of the ICAEW, STEP, and a former eprivateclient Top 35 Under 35.
- Providing strategic tax advice to ultra-high net worth individuals and their families.
- Acting for landowners leading the provision of accounting and tax compliance alongside strategic tax and business advice.
- Acting for globally mobile families and offshore trustees in relation to UK tax matters.
In his spare time, James can be found chasing his young family around the Northamptonshire countryside, dreaming of finding the time to work on his golf and real tennis handicaps.