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Overview
David is an Associate in the Private Client team, specialising in tax and succession planning. He advises UK and international clients, including individuals, families, business owners, and onshore and offshore trustees, on a broad range of private wealth matters.
He supports clients with the management, protection and transfer of wealth, providing clear and pragmatic advice tailored to their long-term objectives. He is experienced in advising families across generations, including advising on private trust and corporate structures. David combines strong academic credentials with experience gained throughout his career at Payne Hicks Beach, helping clients navigate complex legal, family, tax and estate planning issues with confidence.
Expertise
David has experience in:
- Preparation of Wills, including in the context of complex tax and estate planning
- Tax-efficient succession planning
- Advising UK and internationally mobile individuals on UK tax issues
- Advising trustees and families on UK tax, compliance and privacy issues
- The Register of Overseas Entities
- Advising on capacity issues and planning, including the preparation and registration of Lasting Powers of Attorneys
Qualifications & Accreditations
David trained with Payne Hicks Beach and qualified as a solicitor in 2022.
Education:
- BA (First Class) in History, University of Warwick
- Postgraduate Diploma in Theology, University of Oxford
- PGDL, the City Law School
- LPC, BPP Law School
