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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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 is listed in Spears’ 2020 Top Ten Private Client Accountants

We are proud to announce that Mark Davies has been included in the top ten private client accountants in the 2020 #SpearsIndex. This is the Spears’ ranking of top tax and trust advisers who advise global HNWs.  https://www.spearswms.com/the-spears-tax-trust-advisers-index/ It is a timely and essential index of the wealth industry’s best service providers. With the office…

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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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