Overview

A partner in the private client services team, specialising in tax, trusts and estate planning and heading up the firm's family offices and businesses sector group.

Jim's client base is broad and he advises UK and offshore clients, entrepreneurs, landed and farming clients, trustees and family offices on how families should hold and protect their assets and pass them down to the next generation.

He has a particular focus on family businesses and succession issues and structures for holding wealth, whether through trusts, companies or partnerships.

He also advises on high value and complex probates, often with an international or technical inheritance tax focus.

Jim founded and ran a number of start-up businesses before joining Burges Salmon.

He is a prize-winning member of STEP, sits on the Law Society's Capital Taxes Sub-committee and is a regular conference speaker.

Experience
  • Drafting family charters to set out the principles on which family businesses will be run and how ownership and control will pass.
  • Advising on high value and complicated farming partnership partitions and restructures.
  • Advising a number of families and their family offices with significant offshore wealth on how they should hold and benefit from their assets in the UK and worldwide.
  • Innovative partnership and trust structuring to claim CGT Entrepreneur's Relief on land sales.
  • Advising on dynastic trust arrangements to hold and secure a significant family business for future generations.