Roger is a Consultant with a great deal of knowledge and experience in advising Town, Parish and Community Councils.
Ingrid is a Consultant working with our Wellers Wealth team and a partner with DMH Stallard, providing private client and tax advisory advice. She brings with her extensive experience and knowledge of taxation and trust law. Wellers Wealth provides an invaluable service to business owners/directors and high net worth individuals and their advisers.
After completing her LLB (Hons) in Business Law at Guildhall University where she studied company law, taxation and related subjects, Ingrid studied at the Inns of Court School of Law and was called to the Bar in 1995, specialising in European Competition Law and International Trade.
Ingrid’s first position was at PricewaterhouseCoopers in Edinburgh where she worked as a corporate tax senior in the Corporate Tax and Life Insurance Tax Department of the Financial Services Division as a tax advisor for large banks and insurance companies. This involved working as part of a team of three looking at tax planning strategies for multi-national insurance companies, leading often to international corporate restructuring for tax purposes. Ingrid was initially recruited to prepare a report to be disclosed during a tax investigation by the Revenue involving the tax treatment under the pre anti avoidance legislation of a box option, which was the underlying investment for the insurance companies guaranteed income bond.
Ingrid was then asked to join Arthur Andersen (the 4th largest accountancy firm worldwide at the time) where she managed the tax compliance for a portfolio of clients which included a number of investment companies and a Japanese bank with branches in England.
During her period at Arthur Andersen she co-wrote the Tax Guide to Europe, an internal publication that was sent to Andersen’s clients. This involved writing a chapter on each European country, summarising the corporate tax, income tax, indirect tax and capital taxes of each country.
Ingrid then transferred to Treasury within Andersen’s (due to her prior experience of derivative instruments) where she worked as part of a team designing derivative products which banks and insurance companies used as the underlying investments for the products they sold their clients.
Ingrid then moved to Numerica (the 15th largest UK accountancy firm at the time) as a Tax Manager focusing on owner managed businesses. There she was Head of Corporate Tax Planning and Stamp Duty. She also continued working in International Tax drafting reports for overseas clients with business interest in the UK. This involved proactive tax planning on behalf of the individual and the company, often involving international relocation and restructuring.
In 2004 Ingrid converted to become a solicitor and has worked predominantly in law firms after a short spell lecturing Law at Brighton University. During her career as a solicitor Ingrid has worked as a Senior Associate and Head of Tax and Private Client in a Legal 500 firm in Central London.
Ingrid regularly lectures on Trust and Taxation and Business Succession courses for the Society of Will Writers and The Association of Accountants as well as to a number of group of financial advisers.
Ingrid initially studied piano and composition at Trinity College of Music in London and then went on to teach piano and woodwind at Eastbourne College and until recently, whilst living in Edinburgh, Ingrid gave regular piano recitals at the Edinburgh Society for Musicians.
Gary is an experienced commercial property lawyer and consultant who can cover all aspects of commercial investment and development work, overage and development agreements, commercial lease transactions for landlords and tenants (including office, retail, restaurants and industrial estates), telecommunications and secured lending.
He also acts for a wide range of non-property businesses which include franchisees, hoteliers and a cinema proprietor as well as for charities and individuals, on their property needs.
Alongside his commercial expertise, Gary acts on residential property transactions for investors and owner occupiers. Having qualified in 1998, Gary has handled many hundreds of residential matters during his career. He acts for developers on the acquisition of development sites, related finance and the disposal of the finished product.
Gary advises on:
- Asset management
- Corporate Occupiers
- Real Estate Development
- Real Estate Finance
- Real Estate Investment
- Real Estate Taxation
- Acquisitions and Disposals
- Commercial leases
- Exclusivity agreements
- Grant of new leases for developers
- Landlord and tenant matters
- Lease variations
- Licences for alterations
- Property Investment
- Transfer of equity