Jonathan is a Private Client Partner, Taxation Technician & Chartered Tax Advisor
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).
Clear advice as to why some of my ideas would not be effective in a Will and useful suggestions as to how best to proceed to provide the desired outcome.
My expectations were exceeded from the moment introductions were made. My needs were understood immediately and I was given advice on areas I had not thought of which was extremely relevant and helpful.
We had a first class service. Jonathan Dickson was compassionate and helpful.