A Chartered Financial Planner and Fellow of the Personal Finance Society, Greg will provide financial planning and investment advice to Bond Dickinson's Private Wealth clients.
Bond Dickinson has been named Regional Law Firm of the Year at this year's Citywealth Magic Circle Awards. With more than 100 finalists across 37 categories, the Citywealth Magic Circle Awards, held earlier this month in London, identified the best wealth advisors and managers in the global industry.
However you operate as a company, how capital assets are deployed can have major implications for inheritance tax (IHT).