Private Client Senior Manager
Mark joined the Trust and Estates team at BHP in 2008 and passed the STEP Foundation qualification in 2010 and in June 2016, qualified as a Chartered Tax Advisor. Mark manages a large portfolio of trusts, dealing with trustees’ annual compliance, such as trust tax returns. As part of the private client team at BHP, he provides advice on capital taxes (e.g. inheritance tax and capital gains tax) to high net worth clients, to mitigate any exposure to tax that they may have.