David specialises in tax and estate planning for all types of people who are looking to reduce the potential charge to inheritance tax when they die, or to rearrange their affairs so that they make provision for their family and others. His clients may be owners of private companies and businesses, may have inherited wealth; or may simply have accumulated valuable assets from saving and investment growth.

His work ranges from giving advice on the distribution of assets among family members, to making Wills and Lasting Powers of Attorney, creating and rearranging trusts, and reorganising shareholdings in private companies so as to save on various taxes, including inheritance tax, capital gains tax and/or income tax. He also assists in reorganisation of company shareholdings to achieve a tax efficient result or in arrangements to protect surviving shareholders in the event that one of them should die.