Gregory Wheatley - Partner

“My role sees me build lasting relationships with families spanning generations. I don’t just advise them financially but they come to me with a whole host of queries and I connect them to the right people who will work to get them the best outcome.”

Gregory joined Buzzacott in 1990 and is a Partner in our Private Client team.

He works with families wishing to preserve wealth down the generations and with trusts of all sizes, from the very small (less than £20k) to the very large (c. £1 billion), both on and offshore. He also assists non-domiciled individuals, often in association with our Expatriate Tax Services team.

Much of Gregory’s work concerns the transition from one generation to the next and he has particular experience of working with a variety of solicitors on:

  • Trust tax planning and advisory 
  • Trust accounting 
  • Personal tax 
  • Will planning 
  • Inheritance tax advisory and compliance                
  • Capital gains tax

He is a Fellow of the Institute of Chartered Accountants in England and Wales, a Chartered Tax Adviser and a Trust & Estate Practitioner. Gregory was on the City of London Branch Committee of the Society of Trust and Estate Practitioners for over fifteen years, serving as Treasurer and then Secretary. He is currently Chairman of grant making charity, The Guild of Our Lady of Ransom. He is also the grandson of one of the world’s best-selling authors, Dennis Wheatley.

Beyond his desk, Gregory enjoys wine, reading and watching American Football on telly.

You might also be interested in… Wills and estate planning

Prepare for the best – and the worst

When you die without a will (known as dying intestate) your loved ones may run into inheritance tax wrangles, family politics and various issues they probably won’t be in a mindset to manage. And leaving an out-of-date will could mean your assets won’t go where you want them to.

If you’re thinking about retirement and safeguarding wealth for your family’s future, work with us to write a will that’s flexible enough to deal with changes in circumstance. Then you can feel confident your wishes will be met. We can work with your existing lawyers to advise on the financial elements of your will, or we can recommend one of the trusted lawyers in our network to help support you.

Read more…

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