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
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.
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.
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.
Insights
The existing ‘non-dom’ tax regime will be abolished in April 2025. The impact on your finances depends on your existing status and how long you have held it, but non-doms should be reviewing their position now and forming a strategy for the future.
Insights
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.