Partner - Private Client
Based in our Bath Office, Mike has a wealth of experience providing strategic tax and estate planning advice to a broad variety of clients. Working closely with high-net-worth individuals and families, entrepreneurs, business owners, farmers and landowners, he advises on tax-efficient wealth and business succession planning and asset protection. Mike is highly valued by our clients when it comes to probate and estate administration matters, as well as power of attorney and court protection cases.
With his broad and in-depth experience, Mike supports our clients in many different ways. For example, working alongside our Agriculture team, he regularly assists clients with farming partnership agreements, often incorporating significant amounts of tax and succession planning alongside the partnership planning itself. For our land-owning Development of Land clients, Mike ensures they optimise for inheritance tax and capital gains through the use of trusts and partnerships. He also has experience advising on Transactions in Land and equalisation of sale proceeds in cases where there are multiple landowners of a site.
When working with entrepreneurs and business owners as part of our Business Growth Hub, Mike uses his expertise and insight to help manage wealth through business structures. He is also an invaluable source of knowledge when it comes to succession planning, especially for family businesses, using trusts, partnerships and advising on articles of association. He also works with our Private Client team on the structuring and restructuring of wills and trusts, as well as advising on using companies and partnerships to pass on assets in a tax-efficient manner.
