David Mowlem
Partner, Private Client
David is a partner in our Private Client & Tax team and is based in our Edinburgh office. David specialises in tax and estate planning for individuals, business owners and their families and is dual-qualified in Scots and English law. His expertise includes advising on wills, trusts and executries, as well as, personal tax planning including Inheritance Tax (including the availability and optimisation of reliefs such as Agricultural Property Relief and Business Property Relief) and Land and Buildings Transaction Tax. David also regularly advises on the use of trusts, partnerships and other structures as part of succession planning for individuals and their estates and businesses, together with related governance issues. David is a member of the Society of Trust and Estate Practitioners (STEP) and is a Chartered Tax Adviser.
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David Mowlem
Recent News & Insights by David
05 September 2025 | Time to read: 5 mins
Planning ahead of the Autumn Budget 2025
By David Mowlem
Ahead of the Autumn Budget 2025, David Mowlem CTA TEP outlines the potential impacts on Tax.
27 May 2025 | Time to read: 5 mins
Preparing for Changes to Inheritance Tax: Essential Planning for Rural Business Owners
By John McArthur, David Mowlem
Find out more about changes to Inheritance Tax (IHT) Agricultural Property Relief (APR) and Business Property Relief (BPR).
27 March 2025 | Time to read: 3 mins
Spring Statement Analysis
By David Mowlem
David Mowlem outlines what you need to know from the Spring Statement.
05 December 2024 | Time to read: 3 mins
Key Takeaways from the 2025/26 Scottish Budget
By David Mowlem
David Mowlem outlines what you need to know from the 2025/26 Scottish Budget announcement.