Bruce is a Partner in the Private Client team.
He has over 15 years’ experience advising individuals on personal tax planning, trust creation, and estate administration. Bruce works with high net worth individuals, business owners, families, trustees, and executors, helping them manage and protect personal wealth and assets for future generations.
Bruce is a full member of the Society of Trust and Estate Practitioners (STEP) and is ranked by Legal 500 and Chambers and Partners for his expertise in private wealth law. He is known for providing practical, clear advice and for taking time to understand each client’s personal circumstances.
Recent examples of Bruce’s work include:
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Advising a high net worth individual on an estate valued at over £10 million, involving property assets, investment portfolios, and tax planning for charitable and family beneficiaries.
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Supporting executors in administering two estates where the beneficiaries required tailored solutions to receive their entitlements in the most tax-efficient manner.
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Advising business owners on succession planning through the use of trusts and lifetime gifts.
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Assisting trustees with the administration and restructuring of complex family trusts.
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Preparing Wills and Lasting Powers of Attorney for clients with multi-jurisdictional assets.