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Company

Menzies

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

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