Robert Davies
Managing Associate
Career & Experience
Rob is a Managing Associate in the firm’s Succession and Tax team. He enjoys developing long standing relationships with clients, and providing individuals and families with understandable, tax efficient ways to manage and preserve their wealth.
As a chartered accountant and tax advisor, Rob takes a holistic view on all matters impacting private and family-owned businesses, and works in partnership with other advisors to ensure that all outcomes are tailored to the circumstances.
He also enjoys helping individuals and families who are moving to or from the UK to navigate the associated tax complexities and risks.
Rob is a keen runner and hiker, and is a member of local rugby, tennis, cricket and cycling clubs.
Accolades
- Member of The Institute of Chartered Accountants in England and Wales
- Member of the Chartered Institute of Taxation
- Affiliate Member of The Society of Trust and Estate Practitioners
Robert Davies
Managing Associate
Career & Experience
Rob is a Managing Associate in the firm’s Succession and Tax team. He enjoys developing long standing relationships with clients, and providing individuals and families with understandable, tax efficient ways to manage and preserve their wealth.
As a chartered accountant and tax advisor, Rob takes a holistic view on all matters impacting private and family-owned businesses, and works in partnership with other advisors to ensure that all outcomes are tailored to the circumstances.
He also enjoys helping individuals and families who are moving to or from the UK to navigate the associated tax complexities and risks.
Rob is a keen runner and hiker, and is a member of local rugby, tennis, cricket and cycling clubs.
Accolades
- Member of The Institute of Chartered Accountants in England and Wales
- Member of the Chartered Institute of Taxation
- Affiliate Member of The Society of Trust and Estate Practitioners
Expertise
- Advising a founder on the sale of their UK business for a nine-figure sum, structuring associated US investments and a UK family wealth structure, in the form of a family investment company, family trust and philanthropic avenues.
