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David Norman Investment management for you and your family
Associate Director

David Norman

Areas of expertise

Trusts; deceased estates; private clients; inheritance tax.


David has looked after the tax affairs of families with both inherited and newly-acquired wealth for around 30 years. His clients include trusts, deceased estates and private clients.

He advises trustees and executors on accounting, taxation and administration. He also advises clients on the creation and winding up of trusts.

Notable client work and achievements

  • Accounting for large complex estates
  • Planning for significant inheritance tax decennial charges
  • Advising beneficiaries in relation to their interests in both UK and offshore trusts

Professional qualifications/memberships

Member of the Chartered Institute of Taxation (CIOT), Association of Accounting Technicians (AAT) and Society of Trust and Estate Practitioners (STEP).

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