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Lee is a Director in the Trust & Wealth Services team and has 20+ years of private client experience with a specific focus on UK and Non-Resident trusts, probate and estates and inheritance tax. Lee advises a portfolio of trust and estate clients providing both compliance and advisory work.

Lee qualified as a Probate Practitioner in 2016 and has taken a lead role in developing the firm’s Probate and Estate service. Many estate clients are high value, complex and often with international aspects. In undertaking this role, he has gained an extensive knowledge of all aspects of Inheritance Tax.

As a Chartered Tax Adviser Lee is involved in complex advisory work, with specific focus on forensic accounting and tax analysis for non-resident trusts and also providing family office support for UHNW clients. In this role, Lee assists families in structuring and managing their financial and personal affairs, whilst co-ordinating a diverse range of third party advisers.


Expertise:

Trusts
Non-Resident Trusts
Estates
Private Client
Tax Compliance
Tax Advice
Family Office