Personal & Trust Tax Manager
- Chartered Institute of Taxation (CIOT).
- The Association of Taxation Technicians (ATT) - Fellow membership
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.
Outside of work Gerry enjoys mountain bike cycling (offroad/forest trails). Gerry also enjoys playing golf and practicing his golf swing at the golf range; the game – by his own admission – that refuses to love him back!
Otherwise, Gerry enjoys long walks with his dog. His other general interests include Formula 1 motorsport (motorsport generally), gardening, DIY to name a few.
Gerry has family connections in Northern Germany; he is fluent in the German language.
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