Private client seminar: IHT planning

On Thursday 13 September, our tax experts took a look at the tricky details of inheritance tax (IHT) planning.

Thank you to everyone who joined us at the Museum of London. We ensured the evening wasn’t too taxing by including food, drinks and a chance to network.

Our speakers and their topics:

  • Geraint Jones, Partner
    IHT for domicile versus non-domicile
  • Terry Jordan, Senior Adviser
    Tax planning opportunities and reliefs
  • Lindsay House, Director of Trusts
    Obstacles and opportunities in trust and estate compliance matters

The slides from our presentations are available here.



Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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