Iwan has a deep knowledge of all aspects of estate and succession planning and have particular expertise in advising landed estate owners, high net worth entrepreneurs and business-owning families in relation to a wide range of succession and tax matters.
Iwan advises on all aspects of private client work for high and ultra-high net worth private individuals, their families and trustees. Iwan has been recognised as a rising star in the private client sector having been named one of eprivateclient’s Top 35 Under 35 in 2020
He works closely with landed estate owners, their trustees and professional advisers in relation to a range of taxation, trust and succession planning advice, acting as an integral part of the ongoing client relationship.
Iwan also advises business owners and wealthy entrepreneurs on tax and estate planning issues, including passing assets to the next generation tax efficiently whilst retaining proper provision and control for the current generation.
A deep understanding of an estate and a family’s overall aims and wishes is absolutely vital to delivering outstanding client service.
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Private Client Executive