Robin has a background of Nationwide top-10 accountancy firms and boasts nearly 30 years’ experience in advising and solving tax challenges for high net worth individuals and families.
Having a Chartered Tax Adviser and a Trust & Estate Practitioner providing expertise adds real value to our client offering because it allows us to deal in-house with a wide range of complex Income Tax, Capital Gains Tax and Inheritance Tax questions.
Being an ex-chairman of the Sussex branch of the Chartered Institute of Tax, a current committee member of STEP, the tax & private client partner of Swindells Chartered Accountants, and a director of Swindells Financial Planning means clients always receive comprehensive and well-rounded advice.
Robin’s ethos is to make every client feel as though they are the only client.
Telephone: 01825 763366 – Direct Dial: 01825 745945 – Mobile: 07817 217857
I want to thank you for your time, input and advice over the years over my pension and retirement. I enjoyed working with you and would not hesitate to recommend you and your services.
The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]Read more →
What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]Read more →
3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better to gift with a warm hand than a cold hand” i.e. make gifts during your lifetime and gifting can form an essential part of Inheritance Tax planning. We’ve identified 3 key points with gifting that many […]Read more →
It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But at least the pundits rarely have to deal with the consequences of their bad predictions. From the Brexit referendum, to the US presidential vote to general elections in Australia, the Netherlands, France […]Read more →