Malcolm Emery

malcolm.emery@legalstudio.co.uk

PRIVATE WEALTH SERVICES
 

I qualified as a chartered tax advisor with PwC in 1995 and for the first 15 years of my career provided tax advice to individuals and private trustees on all aspects of their tax affairs including those who had an overseas connection.

In 1998 I joined Dickinson Dees (now Womble Bond Dickinson) in Newcastle upon Tyne to work in their private client tax team.  Shortly after joining the firm, I realised that I needed to improve my legal knowledge to become a more rounded tax advisor. I started a Post Graduate Diploma in Law in 1998 and enjoyed it so much that I kept studying and qualified as a solicitor with Dickinson Dees in 2004.  Since then, I have advised individuals and private trustees on all aspects of their legal and tax affairs.

In 2006 my wife and I (and out three young children) decided to set off on an adventure and we relocated from the North East to Devon. Prior to joining Legal Studio in 2021, I was a partner in various law firms in the South West of England.

It is important for me to connect with my clients to build and sustain long lasting relationships.  I work with several cross-generational families on various tax and legal issues for them.

My work includes:

  • Exit and succession planning for business owners including advice on the reorganisation of the business to achieve maximum tax efficiency;
  • Preparing Wills, Trusts, Lasting Powers of Attorney and advising on other types of structures to mitigate tax and preserve wealth;
  • Advising trustees on their duties including the set-up, running and termination of all types of trusts including the associated tax consequences
  • Dealing with the administration of deceased individuals’ estates; and
  • Advising on tax residence, domicile, and offshore tax planning opportunities available to individuals and trustees.

I am an associate member of the Chartered Institute of Taxation, and a full member of the Society of Trust and Estate Practitioners (STEP). I was previously a committee member of the West of England branch of STEP and often lecture for them. I am also a former committee member of the Devon and Cornwall branch of the Institute of Directors.

When I am not busy as chief taxi driver for my children, I follow most sports and enjoy frequent visits to the cinema.

 

Specialist Areas of Interest

Tax and Trusts

Private Client

Wills, Trusts and Probate