If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

00358978

PROFILE

I am an ACA qualified Private Business Tax Manager with 5 years’ experience advising, family-owned businesses, UHNW individuals and international groups on succession planning, wealth structuring, and tax-efficient ownership strategies.

I have strong client-facing skills and considerable experience leading complex advisory projects ranging from £15m to £1.2bn in value. I am seeking a specialist private wealth / wealth management advisory role advising UHNW clients and family offices on integrated structuring, succession, and cross-border tax matters.

CAREER HISTORY

September 2020 - Present

Professional Services

Private Business Tax Manager

• I have established strong client relationships and am a trusted point of contact, advising UHNW individuals, private businesses and multi-generational families on succession and long-term tax efficient structuring.
• I am adept at navigating complex tax planning across a broad client base and sectors, delivering clear, commercially focused advice tailored to clients’ objectives, group structures, and sector requirements, and communicating this effectively against a rapidly evolving tax landscape.
• I have sound experience in designing and implementing tax-efficient structures, including trusts, holding companies and reorganisations, with a focus on aligning technical solutions with client priorities and long-term strategy.

Key highlights 2025/2026

• Client: IT Distributor: Advised on the pre-sale restructuring of a £1bn+ family-owned technology distributor.
• Worked closely with the family to shape a tailored structure aligned to shareholder value realisation and long-term succession objectives, within a compressed time driven by inheritance tax changes.
• Built strong relationships with key stakeholders and enhanced my ability to translate complex tax concepts into clear, practical advice.
• Acted as a key point of contact, leading discussions and coordinating inputs across advisors, whilst drafting clearances and step plans; continue to support on ongoing strategic advisory work (demergers, trust structuring, investment vehicles).
• Client: Dental/Pharmacy group: Advised on complex piece of inheritance tax planning for a £30m+ family-owned dentist and pharmacy business.
• Took ownership of the client relationship for first-generation shareholders, guiding them through a time-sensitive restructuring ahead of the Autumn Budget.
• Balanced project delivery with clear communication of technical concepts, ensuring alignment with the family’s broader commercial and succession objectives whilst coordinating multidisciplinary input (legal, Jersey trust specialists), distilling advice into clear recommendations for the client.
• Client: Property group holding hotel/self-storage businesses: I provide regular and ongoing advice and assist in largely deal driven engagements for a £2bn+ international family trust office structure holding mainly hotel and self-storage businesses.
• Act as a regular point of contact on deal-driven activity, advising on acquisitions, disposals, and pre-sale structuring with a focus on commercial outcomes.
• Developed strong understanding of the client’s global footprint, enabling delivery of practical, strategic advice across jurisdictions, and evolving international tax regimes.
• Client: Aircraft part distributor: Advised on bespoke succession planning for a £500m+ international group.
• Worked closely with stakeholders to identify commercially viable structuring options, balancing inheritance tax efficiency with shareholder objectives.
• Communicated technical positions clearly to both the client and HMRC, including on qualifying reliefs and implementation of growth share arrangements.
• Client leadership, advisory style, and delivery.
• Build trusted relationships with business-owning families, senior client stakeholders, and external advisers; recognised for clear communication and an ability to explain complex tax concepts in practical language.
• Lead workstreams from analysis through to implementation, manage associates as first review point, coordinate multidisciplinary teams, and identify follow-on advisory opportunities within existing relationships.

EDUCATION

2024: Institute of Chartered Accountants

ACA Qualified

September 2016 - July 2020: University

BSc Neuroscience (with placement) - Graduated with 2:1

References Available Upon Request

If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

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