meet the team - taxation
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Alan Neal MA CTA TEP Alan joined mfg Solicitors in 1974 and is now the managing director and finance partner of the firm. He is also office partner of the Halesowen office. He specialises in finance and tax within the private client division. Areas of expertise: Alan has a wealth of experience both in the law and in taxation and is named in the Legal 500. He qualified as a solicitor more than 30 years ago and then obtained dual qualification as a chartered tax adviser some four years later. His professional expertise extends not only to private clients, including high net worth individuals but to owner-managed businesses and the farming and agricultural community. Alan has recently been involved in three high profile inheritance tax cases, namely Antrobus I and Williams, both of which went to the Special Commissioners, and Antrobus II, which went to the Lands Tribunal. All of these cases were groundbreaking in clarifying important issues relating to agricultural property relief for inheritance tax purposes. Alan was also the lead solicitor in the recent Golding case. Membership of professional bodies and organisations: He is also a member of the Society of Trust and Estate Practitioners, having previously served on the Birmingham branch of that organisation and on its technical sub-committee. In addition he is clerk to the General Commissioners for Income Tax Purposes for the Kidderminster Division and is also a member of Solicitors for the Elderly, an organisation committed to providing and promoting robust, comprehensive and independent legal advice for older and vulnerable people, their family and carers. Email: alan.neal@mfgsolicitors.com
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Steven Holden Steven is an associate at mfg Solicitors and is an experienced tax professional. He is the tax and trust manager at mfg Solicitors, specialising in working with trustees and private clients (individuals) to manage their tax affairs. Having previously worked for two of the top ten accountancy and business services providers in the UK, Steven contributes a vast and reputable knowledge of the sector to the firm. Areas of expertise: Although he advises on all aspects of taxation his particular areas of expertise comprise income tax, capital gains tax, inheritance tax, and VAT. In addition, Steven also possesses an extensive specialist knowledge of trust taxation, accounting and administration, including charitable trusts. As well as providing tax advice Steven also deals with tax compliance for many of our clients, from assisting them in their tax repayment claims or tax returns right through to handling tax enquiries from HM Revenue & Customs on their behalf. Membership of professional bodies and organisations: Steven holds a BA (Hons) in Accounting and is a full member of the Association of Taxation Technicians (ATT) of which he currently sits on the Member and Student Services Committee. He also offers his time as a volunteer for the tax charity Tax Help for Older People (TOP) providing free tax surgeries to pensioners on low incomes. |
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Gary Priest A hugely experienced tax specialist, Gary Priest works in mfg’s expanding private client division as an associate. Areas of expertise: Having worked in the sector for over eight years, Gary is able to provide mfg clients with expert legal advice on the broad range of matters relating to estate and tax planning but has particular expertise in inheritance tax and capital gains tax planning. Gary specialises in working with farmers, landed estates and owner managed businesses. Membership of professional bodies and organisations: A qualified solicitor, Gary is also a member of the Society of Trust and Estate Practitioners (STEP). |
