Nick James

Areas of expertise

Self-invested pensions; tax-efficient investments, trusts; inheritance tax (IHT) planning; retirement and succession strategies.

Experience

Nick has been advising high-net-worth individuals, their families and business interests in areas such as self-invested pensions, tax-efficient investments, trusts and IHT planning for over 25 years. He has taken care of some families’ affairs for three generations.

His clients include peers, FTSE 100 executives and directors of privately-owned companies. Nick has produced expert witness reports, independent pension and divorce reports, and retirement and succession strategies for individuals and family-owned businesses.

Professional qualifications/memberships

• Diploma in financial planning and a qualified pension transfer specialist.