0370 1500 100

David Bird



I specialise in tax and estate planning for all types of people who are looking to reduce the potential charge to inheritance tax when they die, or to rearrange their affairs so that they make provision for their family and others. My clients may be owners of private companies and businesses, may have inherited wealth; or may simply have accumulated valuable assets from saving and investment growth.

My work ranges from giving advice on the distribution of assets among family members, to making Wills and Lasting Powers of Attorney, creating and rearranging trusts, and reorganising shareholdings in private companies so as to save on various taxes, including inheritance tax, capital gains tax and/or income tax. I also assist in reorganisation of company shareholdings to achieve a tax efficient result or in arrangements to protect surviving shareholders in the event that one of them should die.

What is the most rewarding aspect of your role?

The most rewarding aspect of my work is to provide assistance to a client who needs it and to add value to their lives, whether personal or business.  In some cases, I am advising a client who has been let down by poor advice in the past, and in those cases it is very satisfying to engender trust and confidence of the client.

What do you do away from the office?

Away from the office I like to spend time with my sons whenever possible. I enjoy long distance running and go for long walks as often as I can. I watch football, both home and away matches, and like to read when I get the chance.

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