Tom Warner

Areas of expertise

Landed estates and trusts; capital tax planning; family succession planning; structure efficiency planning.

Experience

Tom joined Evelyn Partners (formerly Smith & Williamson) in 2015 and has spent over 11 years in the tax and accountancy industry. His background is in family businesses and succession planning with a particular focus on trusts and estates.

Tom now deals with numerous traditional landed estates with a focus on the agricultural sector. He is on hand to provide structural and planning advice.

Notable client work and achievements

• Advising on a capital reduction demerger for a traditional landed estate to separate trading and investment sides of the business
• Carrying out inheritance tax review of business activities within a landed estate and advising on structural changes to mitigate inheritance tax
• Advising clients on succession planning and business exit planning
• Accountancy Age Top 35 Under 35 accountants 2021

Professional qualifications and memberships

Chartered Tax Adviser, Chartered Accountant, Affiliate member of the Society of Trusts and Estates Practitioners and a member of the firm’s Landed Estate Sector Group and Tax Planning Committee.