Private Wealth Law
Bristol and surrounds
7 years ranked
Provided by Burges Salmon LLP
Tom is very experienced in advising landowners, families and trustees on capital taxes, succession planning, Wills, trusts, heritage exemption and trading structures.
Before becoming a lawyer he was a land agent. He sits on the national taxation committee of the CLA and is a member of Professional Advisors to the International Art Market.
He regularly speaks on tax and succession matters relevant to wealthy families.
Land agent with Savills 1988-92; self-employment consultant land agent 1993; trained at Burges Salmon, qualified 1997; partner since 2004.
Royal Institution of Chartered Surveyors (MRICS); PAIAM (Professional Advisors to the international Art Market); CLA (Country Land and Business Organisation).
Co-author of ‘Taxation of Milk Quota’; contributing author to The Pink Book: the Burges Salmon Guide for Landowners and Farmers.
- Trustees: Advising trustees on the momentous decision to appoint potential development land to adult beneficiaries.
- Landed estate: Guiding family and executors through the probate process and the succession issues that resulted.
- Heritage chattels: Advising a family on the Acceptance in Lieu procedure to settle IHT leading to a painting being accepted by a London museum.
- Farming partnership: Agreeing terms and documenting a farming partnership as part of business succession planning.
- Wills and trusts: Implementing a complex arrangement of Will and trusts for an elderly landowner including obtaining HMRC BPR clearance.
Provided by Chambers
Chambers is the leading data and intelligence partner for the legal sector.