David Truman

Spear’s Review

David Truman’s diverse and impressive portfolio 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.