Two new partners at Irwin Mitchell Private Wealth
Andrew Parry, previously at Hunters in London, and David Bird, have joined Irwin Mitchell Private Wealth as partners.
Andrew, who will be based in the Newbury office, has expertise in lifetime and post-death tax and succession planning, wills, trusts and powers of attorney. He has significant experience of advising the owners of landed estates and rural businesses, private individuals, trustees of private trusts and charities.
As well as being a member of the Society of Trust and Estate Practitioners, he is a fellow of the Agricultural Law Association and a member of Solicitors for the Elderly.
Commenting on the appointment, Sarah Phillips, partner, said: ‘Andrew’s appointment is yet another step forward for the firm as we look to continue to develop the range of expertise we are able to offer to our clients based in the South East.’
David, who will work in the Chichester office, has expertise in tax and trust law and advises on tax planning for a variety of clients including business owners, shareholders in private companies and families with inherited wealth. He also creates Trusts, Wills and Lasting Powers of Attorney and advises on existing structures.
As well as being a solicitor, Davis is a Chartered Tax Adviser and a member of the Society of Trust and Estate Practitioners.
Prior to qualifying as a solicitor more than 20 years ago, he worked in financial services where he gained investment, insurance and pension qualifications, which has given him a wider view of tax planning. He works with a number of financial advisers and accountants for various types of clients.
Michael Taylor, partner, said: ‘David’s Chartered Tax Adviser status and contacts in the financial advice sector combined with his many years in the private wealth profession further enhances our already strong Chichester team. David’s ability to consider the corporate aspects of a transaction or tax planning arrangement for an individual shareholder will enable us to provide a comprehensive service to our personal clients.’
