With his in-depth experience working with Family Businesses and knowledge of both tax and accounting software, he works closely with the firms Business Advisory Team and Cloud Accounting specialists to assist clients to gain the maximum benefit from the use of cloud accounting systems to streamline their Business and provide accurate information which assists in mitigating tax liabilities and creating Personal Wealth that is separate to the Business.
Graham has a particular interest in working with High Net Worth Individuals and Business Owners and his in-depth knowledge of all aspects of personal tax matters enables him to provide specialist assistance to his high net worth clients, to help mitigate their exposure to income tax, capital gains tax and inheritance tax, amongst other issues.
Whether that be overcoming the income tax barriers that he often sees where money is to be extracted from a business, or helping families with Capital Gains Tax and Inheritance Tax planning, inertia is often the greatest hurdle to rise above. The nature of the advice Graham provides to clients often means working with an Investment Adviser or Solicitor, or in many cases a team of all three Professionals working towards a common goal for the client. Close working relationships built up over many years of working with many such professionals has enabled Graham to build up a network of people who can assist clients where such support cannot be provided by their existing advisers.