John Bannerman

“Coming back to the UK after many years spent living and working overseas, meant that we were faced with the somewhat daunting prospect of re-entering the UK tax system and with changes to legislation and tax rules, it’s fair to say this proved difficult in terms of applying this to our particular circumstances, which included complex overseas share awards.

Lynn Gracie and her team quickly demonstrated they had the specialist knowledge and expertise to both identify the expected UK tax position connected to these shares, and additionally consider UK tax mitigation techniques and strategies, which we have since taken advantage of, saving us significant long term Capital Gains Tax liabilities.

Their professional and efficient approach was very well received, and I wouldn’t hesitate in recommending them to anyone else who, like us, may be struggling to get the expert advice required, especially when it involves coming back to the UK and managing tax aspects on overseas income and assets.”