Joseph Rees

I’m a Tax Manager who joined SRLV’s Private client division in 2024, after eight years with PwC. My focus is providing advice to domestic and international high-net worth individuals, as well as entrepreneurial businesses.

I regularly consult and advise on property and real estate matters, concerns relating to family businesses and trust structures. I advise on inheritance tax and succession, as well as the concepts of domicile and residence, such as international families relocating to or setting up businesses in the UK and helping to protect dynastic wealth. I also assist clients with more straightforward aspects of personal, trust and business tax compliance.

As part of the Private Client division, we become integral to our clients’ management team and are often there for major life events.  I help businesses, individuals and family offices to navigate the ever-changing tax landscape. Together we build a relationship that is based on trust and confidence, vital for handling complicated concerns and potentially critical decisions, such as business restructuring or international moves.

Clients dealing with international interests are generally time-poor. It’s key that the team and I are a step ahead. Our role is to ensure that we’re considering and managing all the facets of what can be wide-ranging, complex issues, drilling down into the details to provide the very best advice at the right time. I enjoy learning about my clients’ businesses and working with them to achieve their future aims.