Having joined in 2000, Iain has successfully established and built the Trust and Estates service within our Private Client offering. He covers numerous areas of US and UK taxation.
Iain is a qualified Chartered Tax Adviser (CTA), US Enrolled Agent (EA), and a member of the Society of Trust and Estate Practitioners (STEP).
He was listed in eprivateclient’s ‘Top 35 Under 35’ in 2013. In Spear’s 500, he was ‘Top Recommended’ from 2016–20, and was named one of the ‘Top 10 Accountants and Tax Advisers’ in 2021–22. Furthermore, he was recognised as the ‘Private Client Accountant of the year’ in Spear’s wealth management awards in 2021.
Iain is a trustee of NPT Transatlantic Limited, dealing with effective charitable giving for US and UK connected individuals and families.
How Iain is building a better working world
"I ensure that a client has clarity around the preservation and destination of their wealth, allowing them to focus on the more important things in life. For this to be achieved, it is crucial to know the client’s goals and motivations to build the tax planning around them, enabling flexibility to allow for future events."
