Gregory Wheatley

Gregory works with families seeking to preserve wealth across generations and advises trusts of all sizes, from those with under £20,000 to structures worth around £1 billion, both in the UK and offshore. He also supports non-domiciled individuals, often in collaboration with Buzzacott’s US/UK Tax team.

A large part of Gregory’s work focuses on intergenerational wealth transfer. He has extensive experience working alongside solicitors on matters including trust tax planning and advice, trust accounting, personal and capital gains tax, wills and estate planning, inheritance tax compliance, and probate and estate administration.

Gregory is a Fellow of the Institute of Chartered Accountants in England and Wales, a Chartered Tax Adviser, and a Trust & Estate Practitioner. He served for more than fifteen years on the City of London Branch Committee of the Society of Trust and Estate Practitioners (STEP), first as Treasurer and later as Secretary. He is currently the Honorary Treasurer of the grant-making charity The Guild of Our Lady of Ransom.