Bio
Charles is a Private Client Partner.
Charles has acted for multiple generations of business and agricultural clients, alongside individuals of high net worth, for more than 40 years. He is particularly involved in advice relating to asset protection, succession planning and Inheritance Tax planning with a view to providing specific and tailored solutions for clients in situations where complex planning may be required.
In many cases, Charles has acted for two or three generations of the same family.
Examples of Charles’ work include:
- Creation of trusts for agricultural and business clients with a view to taking advantage of Agricultural and Business Property Reliefs ahead of the changes to tax legislation that took effect in April 2026.
- Preparing wills incorporating trust to create flexibility, asset protection, and tax planning opportunities for subsequent generations.
- Preparing reports and recommendations for clients, based on their assets and family circumstances, to advise on succession planning, asset protection, and tax planning opportunities.