Director | Private Clients
Specialist area(s): High net worth individuals and families | Entrepreneurs | Executives
Iain has 18 years’ experience working with high-net-worth private clients, is a trusted adviser to many and believes that client care is paramount.
Joining PEM after working with leading private client tax advisers and at a major private bank in London and Cambridge, Iain primarily works with individuals and families, entrepreneurs and executives and has significant experience working in conjunction with wealth planners, private bankers and financial planners to provide clients with a holistic approach to tax and management of family wealth.
Iain has considerable experience in advising clients on complex planning and tax efficient structures, including trusts and family investment companies, to help protect and grow wealth for future generations.
Iain also has significant experience supporting entrepreneurs and shareholders with business succession planning, the personal tax aspects of corporate restructures, exit planning and IHT planning.
I am a committed father and family man but when time permits, I enjoy nothing more than trekking through the countryside, a slap-up meal and quaffing a good quality bottle of wine.
