David Jones

CTA FCCA ATT MAAT
Director
Based at: 
Call me: 
01743 273273
About 

David joined the firm in 1992 and has been a member of the Estates team throughout his time at Whittingham Riddell, training up and gaining his chartered accountancy qualification in 2001.

David is also a qualified Chartered Tax Advisor (CTA), specialising in Individual Taxation, Inheritance Tax and Trusts. He gained the highest mark of all candidates in a CTA examination, being awarded the Spofforth Medal from the Chartered Institute of Taxation (CIOT) in his paper on Inheritance Tax and Trusts.

David has extensive experience in dealing with Estate and Trust clients, putting an emphasis on looking after "The Whole Family" rather than just the routine compliance side. He works closely in dealing with capital tax planning issues, including succession planning, generation handovers and asset structuring for tax planning.

Phone Extension: 
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