Roger Holman

Partner

Private Client

I love the work I do with global families and their trustees and advisers to make best use of their time and money, trying to minimise their taxes along the way.

I joined Blick Rothenberg in August 2022 having spent over 24 years specialising in private client taxes, working in accountancy practices, trust companies and law firms.

I primarily provide advice to ‘international’ clients, including UK resident non doms or those moving to and buying assets in the UK. I also support clients to make sure that their assets and businesses are set up in the best way within the international marketplace.

My personal focus is on taxes that affect the individual – Income tax, Inheritance Tax and Capital Gains tax – along with those that affect the UK properties they often buy. As well as tax planning, I also know that having a thorough understanding of tax compliance and how transactions are reported to HM Revenue & Customs (HMRC), helps to ensure effective planning.

I strongly believe that, while it is important to understand the technical elements of tax, the interpersonal relationships we build among the team of advisers, and the families, are the key to any decision making.

I am involved with the Chartered Institute of Tax, having been the past chair of the Kent Branch and currently sitting on the Low Incomes Tax Reform Group – helping to steer the Government and create positive tax policy for those in society who cannot afford the advice required to navigate the UK’s complex tax system.

Specialist areas

Tax planning for international clients
Inheritance tax and Capital Gains Tax planning
Taxation of non-UK domiciled individuals and offshore trusts
Taxation of UK property owners

Services covered

Qualifications and positions of note

Association of Tax Technicians (ATT)
Chartered Tax Advisor (CIOT)
Affiliate member of the Society of Trust & Estate Practitioners (STEP)

I am based at

Covent Garden

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