Non-Resident Landlords

Jane is a qualified Chartered Tax Adviser and Chartered Accountant.  She has over 20 years’ experience providing tax advice, planning and compliance services to High Net Worth individuals, families and Trustees.  Jane is authorised to undertake non-contentious probate work.

Jane advises on a wide range of areas but specialises in:

• Inheritance/estate tax planning
• Residence issues around the statutory residence test
• Probate
• Personal tax services and advice, including complex tax returns

Wei is a qualified tax professional with over 10 years’ experience advising UK and internationally based private clients on a broad range of UK and cross-border tax matters. Her expertise includes UK residence and domicile, international mobility, and the tax implications of relocating to and from the UK. She also advises on tax-efficient strategies for protecting and managing global assets and preserving family wealth for future generations, including the use of Family Investment Companies, Trusts and other appropriate ownership structures.

Wei takes a practical and commercially focused approach, tailoring her advice to each client’s circumstances and objectives. She works closely with clients and their wider professional advisers to interpret complex and evolving tax legislation and develop effective and compliant solutions for managing and structuring their affairs.

Wei was awarded a Distinction in her Master’s in Finance and Investment from the University of Exeter, where she also received the Dean’s Commendation for outstanding achievement, and holds a First-Class Honours Degree in Accountancy from the University of Stirling.

With strong technical expertise and extensive private client experience, Wei provides clear, practical and commercially focused advice, helping clients navigate complex tax matters and achieve their long-term wealth planning objectives.

Additional Languages: Mandarin

Gerry is a Chartered Tax Advisor and Fellow of the Association of Taxation Technicians. He has over 30 years of experience in all aspects of private client tax. Gerry works with a wide range of clients, including high net worth individuals in all areas of personal tax including compliance and tax planning.

Gerry has expertise in the taxation of private businesses and partnerships, all aspects of personal income (including UK and non-UK landlords) and capital gains, and inheritance tax matters.

In addition, Gerry has a special expertise, coupled with extensive experience, of advising our clients about the implications of tax residency and domicile matters according to individual and personal circumstances in order to enable tax efficient outcomes.

Gerry is recognised for his ability to build strong relationships with his clients to really understand what is important to them and their families, which enables the best possible support and advice that works for the long term. He takes a proactive approach and provides our clients with clear advice on the complex UK tax rules as they impact their financial transactions.

Gerry also works with colleagues across the world through connections in our international network, Alliott Global Alliance when there are cross-border issues.