Joshua is a Private Wealth Director based in the Edinburgh office, specialising in providing tax advisory services to private clients.
Joshua advises a wide variety of clients, spanning across multiple sectors, but with a particular interest in real estate and inheritance tax planning.
Prior to joining Saffery in May 2024, Joshua trained as a chartered accountant and a chartered tax advisor, working in a Big Four firm for eight years.
He sits on the Institute of Chartered Accountants of Scotland (ICAS) Private Client Tax Committee and is a member of the Saffery Private Wealth Practice Group.
Key experience
- Investment property incorporation and wider inheritance tax structing relating to property portfolios.
- Inheritance tax and transfer of wealth advice.
- Corporate transaction disposal advice, including the utilisation of Business Asset Disposal Relief, deferred consideration and share for share treatment.
- Advising non-UK residents on UK tax compliance and planning opportunities.
- Non-UK domicile business capitalisation advice.
- UK tax compliance for complex individual and partnership returns, including liaison with HMRC and enquiry resolution.
Interests
Outside of work, Joshua restores and races both classic and modern motorbikes.