The Manchester office of national law firm Clarke Willmott LLP has appointed Paul Davies to lead its Private Capital team.
He joins as partner bringing 20 years of experience assisting wealthy individuals, trustees, and executors with legal and tax issues.
Paul deals with all aspects of private client work with specialisms in estate planning, inheritance tax mitigation, and the use of onshore and offshore trusts, and other asset holding vehicles.
He is also regularly appointed as an independent professional executor and trustee by his clients.
Said Clarke Willmott managing director Anthony Fairweather: “Clarke Willmott has one of the leading Private Client teams in the UK and Paul’s appointment further bolsters our reputation and expertise.
“He is a highly regarded individual, known for building excellent relationships with his clients, and brings a wealth of experience servicing high net worth individuals, business owners and entrepreneurs.
“And with the recent addition of two new senior associates to the team, his appointment will undoubtedly help cement existing client relationships as well as establish new ones.”
Roy Crozier, head of the Manchester office, said: “This has been an exciting year for Clarke Willmott and Paul’s appointment bolsters the Manchester office offering with high quality lawyers.
“We have built upon our successful Corporate, IP, Employment, Litigation and Social Housing teams by adding excellent new partners and teams in Construction, Insolvency and Family Law.
“Our reputation in the city continues to grow and it is great to have a new Private Client team to further enhance the range of services that we provide to clients.”
Paul is currently the deputy-chair of the Manchester district branch of the Chartered Institute of Taxation.
He is also a member of STEP (the Society of Trust and Estate Practitioners), a chartered tax adviser, and a chartered accountant (non-practising).
Paul is a joint author of one of the foremost books on Inheritance Tax – Ray & McLaughlin’s Practical Inheritance Tax Planning.
He is a contributor to the Tolley Guidance Service, published by LexisNexis, and is on the ‘LexisAsk’ panel of experts. He also tutors a paralegal training course in wills and estate administration, run by Central Law Training.
According to the Chambers and Partners High Net Worth guide Paul is considered “technically excellent and incredibly knowledgeable.” Another interviewee reveals: “He is our first choice for our private clients in Manchester, because he handles complex issues expertly, cuts to the chase and is never afraid of expressing his opinion honestly.”