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Richard-Burgess

About Richard

As a partner in Moore Barlow’s private wealth team with over a decade of experience in helping individuals and families put their affairs in order, I always put a specific client’s priorities first. As each client’s priorities and circumstances differ, I take time to understand their needs and offer practical, tax-efficient solutions. I appreciate that the bigger picture of successful wealth planning, for example passing a business to one’s children, is comprised of crucial details, such as each child’s aptitude or enthusiasm for taking on the role. Whether one’s affairs are straightforward or complex, I work with clients to ensure that their needs and the needs of those they wish to pass their assets to are met.

Having initially graduated with First Class honours in French and Italian Studies at the University of Warwick, I completed my legal studies at the University of Law in Bristol. I trained at Veale Wasbrough Vizards before subsequently practising as a private client solicitor at Lester Aldridge. For over six years I worked as a solicitor at Moore Kingston Smith LLP, working alongside tax specialists and financial advisers to advise on all aspects of their personal affairs. While I have experience in advising clients with all manner of assets and backgrounds, in recent years I have specialised in advising owners of small and medium enterprises.

I love travelling and foreign languages as a means of glimpsing the culture and priorities of people from all parts of the world. I also enjoy reading, typically works of fiction and often translated from their original language.

I am also a keen runner and try to run at least two half marathons a year with the goal of finally beating my personal best which was set when I was at university. I like to cycle as a means of both keeping fit and of exploring towns and cities that would be missed if travelling by car.

Specialisms

  • Inheritance tax planning
  • Tax efficient will drafting
  • Trust drafting and their taxation
  • Lasting powers of attorney
  • Probate administration

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