John is a qualified tax lawyer, specialising in property taxes and working with high net-worth clients on a range of private wealth matters.
In addition to advising on the structuring of estates through family investment companies and trusts, John is a recognised expert in Stamp Duty Land Tax, having written a leading practitioner textbook on the subject, now in its Sixth Edition and playing an active role in the Stamp Taxes Practitioners Group of Chartered Institute of Taxation.
Key highlights include:
- Advising on the creation of a family investment company, wills, lifetime discretionary trusts, life interest trusts and the creation of a bare trust for a high net-worth married couple with adult children and minor grandchildren. Grandchildren’s school fee planning set aside over £1million to pay school fees for grandchildren in a highly inheritance and income tax-efficient manner.
- Lead adviser in relation to an enquiry and subsequent dispute with HMRC regarding the purchase of a high-value property in Westminster through an SPV.