Max is a Partner in the Private Client team.
He advises individuals and families on personal tax, estate, and succession planning, with particular expertise in Inheritance Tax, trusts, and business succession. Max works closely with business owners and senior directors to structure Wills and lifetime planning in a tax-efficient way, ensuring a smooth transition of assets to the next generation.
Max is a full member of the Society of Trust and Estate Practitioners (STEP). He regularly advises on trust arrangements for family property, resolves estate administration issues, and guides clients through complex probate matters.
Recent examples of Max’s work include:
-
Advising landowners on transferring land into trusts before planning permission is obtained to mitigate Inheritance Tax exposure.
-
Restructuring trusts holding valuable property to align with changing family needs and reduce long-term tax impact.
-
Advising business owners on succession planning strategies to maximise Business Property Relief.
-
Assisting families with joint property ownership arrangements and resolving associated tax issues.
-
Advising on the use of life policy trusts and Lasting Powers of Attorney for wealth protection and future planning.