Richard Mencner

Tax and Trust Manager

I head up the tax and trust team, advising clients on a range of matters including tax compliance, use of trusts and succession planning.  

 

With over 30 years’ experience, every day bring different and exciting challenges, I approach every of these with a ‘can do’ attitude. I enjoy getting to know clients and becoming their trusted adviser. 

 

I have a very good common sense approach and I try to breakdown complex matters so they are easily understandable.  A client once commented: “Thank you for helping me understand this and putting my mind at rest”.

Expertise

  • Tax compliance
  • Capital Gains Tax and Inheritance Tax issues
  • Use of Trusts
  • Succession planning for individuals

Qualifications & memberships

Fellow of the Association of Taxation Technicians - ATT(Fellow)
Member of the Personal Finance Society and the Chartered Insurance Institute - DipPFS