Mark Davies, BA (Hons), CTA, – Managing Director
Mark established Mark Davies & Associates Ltd in 2007 to focus on the movement of individuals and their capital (in particular entrepreneurs and non-domiciled persons who are resident in the UK) and to provide tax advice on complex structures particularly those involving offshore trusts and companies.
Mark trained with Deloitte & Touche in Guernsey, and in 1997 became a Chartered Tax Adviser. Mark has over 13 years of experience giving proactive tax advice with a personal touch. He has specialised in providing individually tailored creative tax solutions to individual clients and their families in order to preserve their wealth for future generations. Prior to setting up the company, he was a private client partner heading up the personal tax team at PKF, London.
His main interests include tax planning for non UK domiciled persons pre-immigration, tax planning for non-UK domiciled persons (and for their ‘toys’ – yachts, jets etc.) while they are resident in the UK, in-bound investment in UK real estate and businesses through offshore structures, and UK investors investing abroad.
He has regularly lectured on the subjects of residence and domicile. He is a co-author of chapters on Tax Planning for Non-UK Domiciled People, Non Residents Investing in the UK, and Tax Planning using Trusts which are published in Tolley's Tax Planning.
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Mark Davies BA (Hons), CTA
Director
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