Keith Graham Manager - Private Client Tax

Keith is a Manager in the Private Client tax advisory team providing advice in relation to income tax, capital gains tax and inheritance tax issues for UK and international clients.

Experience

Keith has been advising individuals and their families on a wide range of Private Client tax issues for over 10 years. He advises a number of international clients on multi-jurisdictional tax matters including their residency and domicile positions and works with Forvis Mazars colleagues in other countries to ensure the client's tax affairs are aligned across jurisdictions. He also advises clients on estate and succession planning including the use of Trusts, Family Investment Companies and other estate planning vehicles.

Work highlights

  • Keith is a Chartered Tax Adviser, Tax Technician and a Trust and Estate Practitioner.
  • He recently achieved a Distinction in the STEP Advanced Certificate in UK Tax for International Clients demonstrating his expertise in this area.

Accreditations/ Memberships of professional bodies

  • Chartered Tax Adviser (CTA)
  • Association of Tax Technicians (ATT)
  • Society of Trust and Estate Practitioners (STEP)

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