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
13 June 2023 | Time to read: 3 mins
Tax rises – the possibility and implications of a wealth tax
By David Mowlem
As featured in the Scotsman, David Mowlem considers the possibility and implications of a wealth tax.
26 May 2022 | Time to read: 6 mins
Trusts Caught by the Deemed Domicile Net
By David Mowlem
Following the Finance Act in 2017, a new category of “deemed domicile” was introduced into the UK’s Inheritance Tax regime.