Estate Planning Executive
Guy joined the firm in the Private Client team as part of Legalmatters acquisition in December 2021
Recent Department Work
Guy specialises in estate and succession planning, with a focus on Inheritance Tax and Capital Gains Tax mitigation. He advises on Will structures and lifetime arrangements, including the use of Trusts and advising trustees regarding their duties and responsibilities.
He is also responsible for managing full estate administration cases (on behalf of Personal Representatives) and uses his technical expertise for identifying planning opportunities for the estate beneficiaries.
With a previous background in tax compliance, he has led on tax investigations/enquiries from HMRC and manages complex estate registrations and reporting requirements.
BA (Hons.) Banking and Finance
Work experience with Legalmatters (Estate Planning Executive), Kings Court Trust (Technical Specialist)
Qualifications & Memberships
STEP Diploma in Tax and Estate Planning, ATT Qualification
Outside the office, Guy is a keen sportsman, playing club cricket in the summer and supports his local rugby team Bristol Bears in the winter. He is found cycling everywhere in between, mainly planning his routes around favourite pubs stops and local breweries.