Iain Donaldson

Iain leads the Wealth Management team. He specialises in tax, trust, probate, charities, wealth protection and related commercial advice and advises leading accountancy firms, charities, businesses and individuals of high-net worth on tax, wealth protection and financial risk management issues.

Iain has extensive experience in developing tax structures, tax mitigation and negotiation with Inland Revenue (mainly IHT, CGT, Income Tax and SDLT) and application and use of the Sportsmen and Entertainer tax rules. He also offers expert advice on the interim management of business following death/incapacity of the owners and related estate administration, including literary estates.

His expertise also includes planning for succession of businesses and property investment companies, mental incapacity issues, charity transactions trading and reorganisation, domicile and residency for tax purposes as well as advising on tracing claims against trustees and personal representatives and off shore trustees.