Will is a member of the Private Wealth and Estates Group, with a focus on trusts, their settlors and their beneficiaries.
He specialises in providing advice with respect to both UK and offshore trusts, with regard to UK tax planning opportunities and UK tax compliance requirements, as well as restructuring and the streamlining of trust administration.
Will also provides advice to individuals on capital taxes planning, in particular securing Agricultural and Business Property Relief for diversified rural businesses.
Will has experience in dealing with the reporting of previously undeclared income and gains for both individuals and trusts, and has helped agree settlements with HM Revenue & Customs.
Will has over 18 years’ experience in working in the private client industry. Prior to joining Saffery, he worked at a central London Law firm, ultimately taking responsibility for running their trust department.
Will is qualified as a Chartered Tax Advisor and a Trust and Estate Practitioner, and is also a member of the ATT. He is an active member of the firm’s Trust Forum, and Land & Rural Group.
Key experience
- Trust accounting and tax compliance for UK trusts and their beneficiaries, including income tax, capital gains tax, and inheritance tax reporting,
- UK tax compliance for non-UK trusts and their beneficiaries, including the calculation of historic income and gains positions,
- Advice to UK and offshore trustees with regard to restructuring for both tax and administrative efficiency,
- Co-ordinating and chairing trustees’ meetings, particularly with regard to large groups of family trusts, and/or involving multiple beneficiaries.
Interests
Will is married with three children. Outside of the office, he enjoys playing board games and occasionally a very poor standard of poker.