Company
Position
Partner
Index
Accountants & Tax Advisers
Tax & Offshore
Location
London
Advice type
Probate
Tax planning
Tax structuring
Client type
Expats
Non-domiciles
Sector Focus
Accounting
Customer type
Accountant
David Truman
Spear’s Review
David Truman’s diverse and impressive portfolio of clients includes company directors, self-employed individuals, barristers and partnerships. Truman has developed a particular nous at handling non-dom, expat and non-UK trust issues over his illustrious career. He has been at Menzies, where he is a partner, since 1996.
‘The historic compliance business of personal tax has been challenging over the last few years,’ he says. ‘The growth of the internet has made the wider population an “expert” on absolutely everything and made clients much more aware of the opportunities and challenges within their personal affairs.’
On top of his knowledge of offshore tax issues, Truman helps wealthy clients create long-term plans in the face of inheritance tax and family succession matters.
Rank: Recommended

Recommended 2024, Accountants & Tax Advisers