Nathan is a Senior Associate in the firm’s private client and wealth structuring team and specialises in the management of Trusts.

Nathan manages a large number of UK private and charitable Trusts and also advises offshore Trustees on reporting their UK tax liabilities. He advises on the regulatory compliance for Trustees to include FATCA, CRS and the Trust Registration Service and on Inheritance Tax for Trusts and Trustees.

Nathan is a member of the Society of Trust and Estate Practitioners (STEP) and is chairman of the Bristol branch of STEP.
  • Advising multiple offshore Trustees on their UK tax reporting obligations and completion of the required tax returns for those Trustees.
  • Advising Trustees, and implementing procedures on regulatory matters for over 150 Trusts to include FATCA, CRS and TRS (Trust registration Service).
  • Annual management of a large number of Trusts to include the completion of accounts, tax returns, Inheritance Tax returns, tax certificates and distributions to beneficiaries.
  • Annual management of charitable Trusts to include reports to the Charity Commission, charitable donations and accounts.
  • Advice to Pension Trustees on creating death benefit Trusts and the ongoing management of those Trusts. 
  • Advising Trustees on their duties and responsibilities.