Daniel Iles
Daniel works with a wide range of clients, including trustees, sole traders and high-net-worth individuals, helping them meet their tax and compliance obligations. He provides tailored advice to manage their tax affairs efficiently, covering everything from self-assessment tax returns for individuals and trusts to 60-day property Capital Gains Tax returns, Inheritance Tax accounts for estates and trusts, and guidance on residence and domicile matters, including pre-UK arrival asset structuring.
Daniel’s specialist expertise lies in UK and offshore trusts. Given the complexity and varied tax treatments of trust structures across jurisdictions, he helps clients navigate the UK tax implications of establishing, benefitting from and winding up trusts with clarity and confidence.
Daniel is ATT and CTA qualified and was awarded the Ronald Ison Medal for achieving the highest score in the Individuals Advanced Technical exam.
Daniel Iles's perspective
Personal Tax, Trusts and Probate · US/UK Tax
US LLCs the UKUS mismatch and the impact on trust beneficiaries
Inheritance Tax and Estate Planning · Personal Tax Planning for US-Connected Individuals · Personal Tax, Trusts and Probate · US/UK Tax
IHT changes for Excluded Property Trusts: opportunities and risks for US citizens in the UK
Insight · UK-Resident and Offshore Trusts · US/UK Tax
How might changes to the taxation of offshore trusts impact you?
Insight · Personal Tax Compliance and Advisory · Personal Tax, Trusts and Probate