David Reynolds

Having been internationally minded and focused with the UK on a tax and technical front for many years, we have built a practice that revolves around tax optimised plans, expanding this to benefit our Australian clients as well as British. Longevity of relationship is something a client should hold importance over and having our history as well as a global team, there's comfort that we are here to support the long-term focus.

There are a few elements that I really enjoy, I love the technical, the solving of puzzles, planning around tax and future outcomes, particularly inheritance and capital gains taxes.

Behavioural finance, the psychology of money I find incredibly fascinating. The way the human brain is wired can really act against us, we are not designed for long-term thinking and planning, the survival elements in our brain work on short-term risk and reward. In these current times, where the access to information is simple and fast, the opportunities for individuals to invest are more available and that is a good thing on one hand but can be dangerous on the other.

In the client relationship, it is rewarding to become the financial point of contact for everything, we know that there are many things that we don’t provide, and we ensure that we work with third parties that we can trust.