David Truman

Background

About David Truman

I am a Private Client Tax Partner at Menzies and have a portfolio of private clients including company directors, self employed individuals, barristers, partnerships and administers the tax and financial affairs of high net worth individuals. I also have an extensive portfolio of international clients both in the UK and abroad. I qualified as a Certified Accountant in 1993 becoming a member of the Society of Trust and Estate Practitioners in 1996. I have been with firm since 1996, and during this time I qualified as a member of the Institute of Taxation in January 1998. Specialties: Private client taxation for international clients. Expatriate tax including Immigration to the UK and emigration from the UK Resident, non domiciled individuals. UK/US issues for UK individuals moving to the US and for US individuals in the UK. Inheritance Tax Planning. Trusts, Estates and Probate. General private client tax planning. Advising UK employers on tax and social security implications of international employment aspects including share options. Within Menzies, I am responsible for the following specialisms and service lines: Private Clients: Barristers: Expats: