A warm welcome to our new Associate Director- Helen Cuthbert

Helen Cuthbert has joined the team at Mark Davies & Associates and brings an extensive experience of advising individuals, trustees and landed estates on both UK and international tax matters. Mark Davies, Managing Tax Partner, comments on Helen’s appointment: “Helen has trained young professionals for the demanding examinations of the Chartered Institute of Taxation. This…

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Key changes to UK Trust Register

Recent months have seen Trustees grappling with key changes to the UK Trust Register Since 2017, offshore trustees have been required to register non-UK trusts with HMRC to the extent that the trust was liable to UK Income Tax or Capital Gains tax.  The “UK Trust Register”, as it is known, maintains a central register…

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Mark Davies & Associates welcomes new Tax Partner – Roger Holman

Mark Davies & Associates, the award winning firm of international private client advisers, announces the appointment of a new tax partner, Roger Holman. Roger joins from DWF, the world’s largest listed legal business. Mark Davies commented “Roger is an excellent addition to our firm. Meeting your new colleagues for the first time on Zoom sounds frankly…

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Super Rich Stranded by Lockdown – today in Bloomberg

Super Rich Stranded by Lockdown Today in Bloomberg , Mark Davies describes the recent havoc wreaked on his clients’ tax plans:- “The pandemic means we’ve now got people stuck in the U.K. who didn’t intend to be here, and people who did want to be here that couldn’t,” he said. “It’s gone both ways.” With…

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Budget 2020 – This should get it done!

Less than a month ago Mr Sunak was the Chief Secretary to the Treasury, but following Sajid Javid’s surprise resignation on 13th February, Mr Sunak was appointed Chancellor of the Exchequer on the same day. I’m sure Mr Sunak had not expected the sudden promotion, and I am pretty sure he had not anticipated the…

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