David Carson

Expertise

David Advises

• Private individuals and families
• High-net-worth individuals
• Entrepreneurs
• Business owners
• Company directors

Experience Highlights

• Advising owners of family businesses regarding succession planning and asset protection including inheritance tax and personal tax aspects.
• Establishing and managing family trusts with assets including properties and company shares for families with high-value estates.
• Advising high-net-worth individuals on complex estates with multiple asset classes (including business and agricultural property) and complicated succession issues.
• Advising trustees and beneficiaries on their duties, rights and powers.
• Administering complex probate estates, including those with international and/or contentious aspects.
• Advising on setting up Family Investment Companies.
• Advising on and drafting pension death benefit trusts and life insurance trusts.

Career History

Previous Law Firms 

• RJS Solicitors (Head of Private Client)
• Kuits Solicitors
• Russell-Cooke LLP

Memberships

• Full member of STEP

Education

• Anglia Ruskin University, CPE and LPC
• University of Liverpool, History