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Trevor is an experienced advisor to private individuals and families, based in the UK or overseas.

Trevor provides support to his clients in their decision-making for all aspects of structuring their wealth. This can include topics such as: personal relocation advice; the structuring or dismantling of entities in the UK or overseas; tax-efficient holding structures; practical and remuneration planning for professional activities; advice around real estate used as the main home or for investment; succession planning; managing intergenerational wealth transfers; planning for philanthropic objectives.

A career tax specialist, Trevor is capable of dealing with advice on all aspects of complex UK tax situations. He can handle the UK tax reporting for any individual or entity, whether situated in the UK or overseas, where there is a UK filing requirement. This includes routine tax return preparation, regularising cases of historical non-disclosure, or matters of enquiry with HMRC.

Trevor has a particular interest in cross-border matters, which he has gained from years of advising individuals of foreign origin formerly using the remittance basis regime and now all individuals who use the Foreign Income and Gains (FIG) regime. Cross-border advice will often involve UK tax interaction with structures as overseas trusts or foundations, corporate-like entities, and consideration of international tax treaties. Two niche areas in which Trevor is an expert are the taxation of foreign policies of life insurance and the technical particularities that are relevant to international students.

Trevor endeavours to perform the role of trusted adviser to his clients, quickly identifying his clients’ needs and advising with efficiency, calling on the depth of his experience. He is comfortable collaborating with other professional advisers and family offices in order to offer his clients holistic advice which is tax-efficient within the client’s wider objectives.

A Modern Languages graduate of Christ Church, Oxford, Trevor is fluent in French and Spanish. He began his career as a private client associate at a Big Four accountancy firm in 2006, joined Rawlinson & Hunter in 2010 and became a Partner of the firm in 2017. He has completed the Association of Taxation Technician (ATT) qualification, is a Chartered Tax Adviser (CTA), and a member of STEP (TEP).