James advises wealthy private clients, including families with landed estates and growing commercial enterprises.
James acts as a trustee for many of the families he advises, and he is also a non-executive director of Henry Boot Plc.
He has been included as one of eprivateclient’s 50 Most Influential Private Client Practitioners and has been included as one of the Top 5 Private Client Accountants in the UK by Spear’s magazine.
James was the firm’s Chairman from 2016 to 2024.
Key experience
- Advising on succession planning and the mitigation of inheritance tax and capital gains tax liabilities,
- Structuring trusts,
- Advising on the sale of privately owned businesses,
- Advising business owners on exit planning and realisation strategies, particularly in respect of capital taxes,
- Advising clients on HM Revenue & Customs enquiries into financial and fiscal affairs,
- Structuring the affairs of international families coming to the UK.
Interests
James is married with three children and lives in Buckinghamshire. He is interested in all sports and, in particular, participates in real tennis and cricket.