I am a Tax Partner within the Cheltenham office and advise business owners, entrepreneurs and families on appropriate ways to structure their affairs to make the most of tax allowances and reliefs.
I am particularly interested in real estate tax advice, both on the residential and commercial side, and have helped family businesses with intergenerational planning and philanthropy. I specialise in income tax planning, capital gains tax planning, inheritance tax, and trusts, as well as advising internationally mobile individuals.
What I Do
- Tax planning
- Capital Gains
- Strategic advice
- Inheritance tax
- Trusts
- Non-domiciles
- Corporate compliance
- Due diligence
- Succession and exit planning
My Clients
- Entrepreneurial companies
- Family businesses
- Professional practices
- Individuals and Trustees
Media Coverage
- Crowe's Nick Latimer On The Forthcoming Budget (Cheltenham Chamber of Commerce)
- Nick Latimer from Crowe considers is now the time to pass on the family business and pay less tax? (The Business Magazine)
- Crowe Cast IHT and succession planning for property (Crowe UK)
- Chamber members offer mixed reactions (Chamberlink)
Family businesses may find reserves built up over time could be at risk, we discuss how reorganising can reduce the level of reserves at risk.
Pros and cons mean Trusts are often under‑used by family businesses, but the benefit of asset protection means they are worth considering.
Explore tax‑efficient savings options and ensure you reach your financial goals.
Family businesses may find reserves built up over time could be at risk, we discuss how reorganising can reduce the level of reserves at risk.
Pros and cons mean Trusts are often under‑used by family businesses, but the benefit of asset protection means they are worth considering.
Explore tax‑efficient savings options and ensure you reach your financial goals.