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.
Insights
A long-term, disciplined approach to investing prioritises quality companies and wealth preservation over short-term trends. Amid significant changes to tax rules—particularly around inheritance and estates—careful planning, regular review, and close collaboration with advisers remain essential to achieving sustainable outcomes.
Insights
The 2025 Budget increases taxes on dividends, savings, and rental income while leaving capital gains unchanged. Despite headline noise, changes are moderate; investors should focus on stability and maintain a long-term strategy.
Insights
The 2025 Finance Act abolished the non-dom regime, increasing tax exposure. Former non-doms must reassess investment strategies, consider wrappers, review offshore accounts, and explore the FIG regime for potential tax relief and planning opportunities.
Insights
The TRF allows former non-doms to repatriate offshore income and gains at reduced tax rates, enabling UK investment. Rothschild & Co supports account setup, investment planning, and wrapper selection alongside expert tax advisers.
Insights
The long-awaited Budget, the first ever by a female Chancellor and the first by a Labour government in 14 years, has finally been delivered. In this note, we summarise the key tax changes for individuals from the 2024 October Budget and consider the impact on taxpayers.
Wealth Management UK
The Budget confirmed very significant changes to the taxation of ‘non-doms’, arguably the biggest in personal taxation for over 200 years. In this note we summarise the proposed new rules and the key areas in which they are likely to have an impact.