Originally starting out in the agriculture and bloodstock sectors, Frank moved into accountancy 25 years ago. With broad experience of advising family businesses and their shareholders, he particularly likes the challenging phases where businesses and private assets transit successive generations. For this reason, he is aware of the commercial, financial and family dynamics that affect clients, their shareholding structure and their family trusts.
More recently, Frank’s work has focused on property owners holding a diverse range of real property from rural estates, farm diversification, mineral extraction, through to London investment books, land held for leisure purposes, and greenfield and brownfield development projects.
Examples of recent work include restructuring a family holding a diverse range of companies and trusts in order to maximise capital tax reliefs, valuations of shares in property companies, advising on ways to bring younger family members into management and ownership and joint ventures on property development projects.
Frank likes anything with a challenge. He is seen as a trusted advisor by many of his clients, some of whom he has known since the beginning of his career.
He is married, lives in Warwickshire and has five children. When not reading up on the latest changes in tax law, Frank enjoys hill-walking, equine activities, investment theory and the natural world.