Jonathan, a Private Client Partner, Taxation Technician & Chartered Tax Advisor, is based in the firm’s Torquay office. He specialises in trust & estate administration, elderly client affairs to include lasting powers of attorney and deputyship applications.
He has particular expertise in tax planning with an emphasis on the mitigation of inheritance tax and capital gains tax through the use of trusts and other structures.
Types of work completed includes:
Jonathan is a member of the Society of Trust and Estate Practitioners (STEP), the Association of Taxation Technicians (ATT) and the Chartered Institute of Taxation (CIOT).