Douglas is solicitor with over 35 years experience specialising in private client and other tax related work. Douglas joined the firm in 2024 as a partner to establish a new private client and tax related work offering for our clients.
Douglas has strong drafting skills and a proven track record of being a strong technical lawyer with a wealth of knowledge in his practice area, allowing him to provide a thorough and personal service for his clients. In his work, Douglas will always try to add value whether from the point of view of tax or otherwise.
Qualified as a barrister, England and Wales, 1987.
Qualified as a solicitor, England and Wales, 1991.
Douglas is a full member of The Society of Trust and Estate Practitioners (STEP).
Douglas has been involved in advising on the following diverse range of private client and UK tax related work:
Estate planning, including the preparation of tax efficient Wills, advising on lifetime gifting and the UK tax reliefs available.
Advising on the creation and management of all types of trust, including dealing with the associated UK tax compliance.
Advising on the Annual Tax on Enveloped Dwellings (ATED) and the preparation and filing of ATED returns and claiming any available reliefs, as necessary.
UK Tax advice (including SDLT) for all individuals and entities, including for individuals who are not resident and/or domiciled in the UK and offshore entities.
Preparing Lasting Powers of Attorney (LPA) and attending to their subsequent registration.
The administration of estates both simple and complex with multi-jurisdictional issues The taxation of heritage property and the reliefs available.
Advising on and obtaining an IHT refund of £83,000 for the beneficiaries of a deceased’s estate due to an ineffective Deed of Variation made by the deceased to his late wife’s Will.
Drafting wording to include in a Tomlin Order to settle an Inheritance (Provision for Family and Dependents) Act 1975 Act claim which achieved an IHT saving of circa £480k on the assets passing to the deceased’s nieces and nephew under the terms of the Order.
Drafting the trust provisions for an escrow trust agreement for a company offering a payment platform for the payment of large sums between parties to large commercial transactions, including the sale of private company shares and the purchase of a ship.
Securing social housing relief on the purchase of a block of around 90 flats by a London Council for over £7 million where the purchase consideration included right to buy receipts and thereby achieving an SDLT saving of over £275,000.
Drafting Loan Agreement to fund a family investment company established by the lender for his children and a family settlement as shareholders.
Douglas is solicitor with over 35 years experience specialising in private client and other tax related work. Douglas joined the firm in 2024 as a partner to establish a new private client and tax related work offering for our clients.
Douglas has strong drafting skills and a proven track record of being a strong technical lawyer with a wealth of knowledge in his practice area, allowing him to provide a thorough and personal service for his clients. In his work, Douglas will always try to add value whether from the point of view of tax or otherwise.
Qualified as a barrister, England and Wales, 1987.
Qualified as a solicitor, England and Wales, 1991.
Douglas is a full member of The Society of Trust and Estate Practitioners (STEP).
Douglas has been involved in advising on the following diverse range of private client and UK tax related work:
Estate planning, including the preparation of tax efficient Wills, advising on lifetime gifting and the UK tax reliefs available.
Advising on the creation and management of all types of trust, including dealing with the associated UK tax compliance.
Advising on the Annual Tax on Enveloped Dwellings (ATED) and the preparation and filing of ATED returns and claiming any available reliefs, as necessary.
UK Tax advice (including SDLT) for all individuals and entities, including for individuals who are not resident and/or domiciled in the UK and offshore entities.
Preparing Lasting Powers of Attorney (LPA) and attending to their subsequent registration.
The administration of estates both simple and complex with multi-jurisdictional issues The taxation of heritage property and the reliefs available.
Advising on and obtaining an IHT refund of £83,000 for the beneficiaries of a deceased’s estate due to an ineffective Deed of Variation made by the deceased to his late wife’s Will.
Drafting wording to include in a Tomlin Order to settle an Inheritance (Provision for Family and Dependents) Act 1975 Act claim which achieved an IHT saving of circa £480k on the assets passing to the deceased’s nieces and nephew under the terms of the Order.
Drafting the trust provisions for an escrow trust agreement for a company offering a payment platform for the payment of large sums between parties to large commercial transactions, including the sale of private company shares and the purchase of a ship.
Securing social housing relief on the purchase of a block of around 90 flats by a London Council for over £7 million where the purchase consideration included right to buy receipts and thereby achieving an SDLT saving of over £275,000.
Drafting Loan Agreement to fund a family investment company established by the lender for his children and a family settlement as shareholders.
