I am a partner in the tax, trusts and estates team, advising clients on a range of matters including tax compliance, use of trusts and succession planning.
With nearly 40 years’ experience, every day brings different and exciting challenges, I approach each of these with a ‘can do’ attitude. I enjoy getting to know clients and becoming their trusted adviser.
I employ a common sense approach and try to breakdown complex matters so that they are easy to understand.
Areas of expertise:
- Tax compliance
- Capital gains tax
- Inheritance tax
- Use of trusts
- Succession planning for individuals
Qualifications and memberships
- Fellow of the Association of Taxation Technicians - ATT (Fellow)
- Member of the Personal Finance Society and the Chartered Insurance Institute - DipPFS
Successfully unwound a complex share option agreement for a deceased client resulting in a refund from HMRC in excess of £100,000.
Successfully negotiated with HMRC an area well in excess of the permitted 1/2 hectare as being required for the enjoyment of a home which avoided a capital gains tax liability.
Advised a complex estate to mitigate an income tax charge on an offshore investment bond.
Mitigated an inheritance tax charge for an excluded property trust by ensuring UK assets were taken offshore.
Richard Mencner has been advising us on our family trusts. We rate him very highly.
Richard has managed to explain how our family investment company works and why it was set up in words that I can understand.