Jon is a graduate in Business Finance from Durham University and holds the Advanced Diploma in International Taxation for which he was awarded a distinction for excellence across all three examination papers.
Jon joined Mark Davies & Associates Ltd from Wilton and Partners Ltd, an international firm, where he worked with non-domiciliaries and high net worth clients.
Jon specialises in:
- The Statutory Residence Test;
- Inheritance Tax Planning;
- Capital Gains Tax;
- Pre Arrival Planning for families;
- Offshore Discretionary Trusts; and
- UK Property Investment Structures