David Kilshaw

Head shot of Head of Private Client Wealth Solutions  - David Kilshaw

Head of Private Client Wealth Solutions

David Kilshaw is Head of Private Client Wealth Solutions at Rothschild & Co Wealth Management, having joined in 2022.

David helps clients explore the structural and tax planning opportunities available to them and their families. David’s guidance typically addresses issues such as succession planning, the use of tax efficient vehicles (like trusts and family investment companies) and questions such as ‘when should I pass wealth to my children and how can I best do it?’. David does not provide tax or legal advice but works with a client’s tax and legal advisers to implement appropriate tax and related planning.

David has over 35 years’ of experience advising private clients on the challenges and opportunities they face. A qualified solicitor, David was previously head of private clients at KPMG and the partner heading the family office team at EY. In 2018, David won the STEP (Society of Trust and Estate tax practitioners) lifetime achievement award.

Read more from David

  • Should I form a trust?


    Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.

  • Selling a business to an Employee Ownership Trust


    Are you looking to sell your company in a tax efficient way? Employee Ownership Trusts (EOTs) can enable you to sell your company tax free, while also providing a legacy for the benefit of employees. In this guide we examine at the pros and cons of EOTs.

  • Passing wealth to your children while retaining control


    Are you looking to pass on wealth to your children while retaining some control? Family investment companies (FICs) can be a useful way to achieve this goal. In this article we consider the pros and cons of using FICs, and the tax benefits of doing so.

  • Minimsing the effect of inheritance tax


    After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.

  • Reducing the impact of capital gains tax


    The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.

  • Earn tax relief when selling your business


    Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000. To claim the relief you must meet strict ownership criteria and prepare your finances in advance.

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