Jamie specialises in providing advice to individuals, families and their business interests, both in Scotland and England.
Jamie works mainly in the rural estates and agriculture sectors, but he does a wide variety of work with clients in manufacturing, technology, hotels, professional services and charities (including independent schools). Being a chartered accountant and chartered tax adviser, he can cover the full breadth of services required, including tax planning, tax returns, accountancy, business planning and audit. In the landed estates field, he advises on a number of Scotland’s premier estates, including some where he acts as trustee.
Jamie joined Saffery on 1 April 2011 as a partner. Prior to this, he was a partner in a medium-sized Edinburgh firm for 12 years and prior to that he trained as a chartered accountant and chartered tax adviser working in a Big Four firm for eight years. He won a prize medal in his ICAS exams in 1992, coming second overall in Scotland across all disciplines.
He has served on the tax committee of Scottish Land and Estates Ltd for the past nine years (currently as chairman), and acts for a number of his clients as trustee or executor, as well as being a trustee of a well-known charity.
Jamie is responsible for the firm’s Northern Regional Group offices and is also a member of the firm’s Management Board.
Key experience
- Succession/inheritance tax planning for a variety of estate and farm businesses,
- Succession/management buy-out for manufacturing business,
- Advising non-residents on tax planning opportunities,
- Audit partner on a number of family-owned trading and property companies,
- Charity audit and tax structuring for their trading/ business activities,
- Cashflow and tax projections for green energy businesses and joint venture models,
- Tax planning in relation to conditionally exempt items,
- Advising on ‘green energy’ structures,
- Reviewing and advising on the new Annual Tax on Enveloped Dwellings (ATED).
Interests
Jamie is married with three children and lives on a farm near Haddington just outside Edinburgh. At weekends he enjoys hillwalking, tennis, field sports and occasional trumpet playing.