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Professional Biography

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.

What is your favorite restaurant to take a client or colleague to?

Holborn Dining Rooms

What is the best piece of advice you have ever received?

Let the client talk! Ensure you understand their specific situation and goals in their own words

What was your first job?

Picking up golf balls at a driving range

What is the book you recommend to everyone?

Alex Ferguson - Leading

What changes do you expect to see in your practice over the next year?

With elections in both the US & UK coming up, I think we can expect to see further focus on cross border matters in both countries. There will certainly be a need to advise and support clients.