Peter Besant

Areas of expertise

Peter specialises in working with charities and individuals employing cash flow modelling and structuring to advise on investments, business exits, inheritance tax mitigation, pension and retirement planning. He is also licensed to provide long term care advice.

Experience

Peter heads up our Chelmsford office after joining in May 2016, having previously worked as Desk Head for the Executive Client Group in Coutts Bank. He has over 30 years of experience dealing with the financial planning and wealth needs of charities and high net worth clients.

Notable client work and achievements

Peter works closely with other professionals across London and East Anglia, delivering complementary advice to their clients on a number of complex disciplines. This has meant that he has assisted a number of families across the region, structure their wealth in such a way that they have been able to mitigate unnecessary tax whilst focusing on the benefits of the inter-generational transfer of wealth and their philanthropic aims.

Professional qualifications and memberships

Peter is a Fellow of the CISI.