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Ancient Building

ALFRED DUNN Tax & Estate Planning

Your Success is Our Success

Meeting with a Lawyer

Reduction IHT & Protection of family assets

Inheritance tax can cost loved ones hundreds of thousands when you die, yet it's possible to legally avoid huge swathes of it, or possibly pay none at all. 

Business Tax Planning & Advice

We can combine the information we know about your personal situation and your business to develop tax efficient and remuneration strategies that fit with your business and family life.we take into account both the tax position across your business and for you personally. In doing so, we are able to highlight more ways to structure remuneration and achieve more favourable and attractive tax benefit options for you, your family and business.

Business Structure

We will work with you to determine the best option for you, whether that is joint ownership or limited liability partnerships.

Apartment Building

Property Tax Planning & Advice

Wether you are considering selling land, gifting assets or simply want to ensure that you are in the best possible tax position for your property we can help. 

Trust Planning and Advice

Our team will understand your unique needs, goals, and challenges, and tailoring our services to help you achieve the best possible financial outcomes. Whether you are an individual or a business owner, we provide personalized tax planning strategies and advice that are designed to help you minimize your tax liabilities and maximize your financial opportunities. With our customer-centric approach, you can rest assured that you will receive the highest level of service and support, and that your satisfaction is our top priority. 

Private Residence Exceptions and Reliefs

Tax relief for let properties and working away from home. We can also deal with shared ownership issues and using your home for business.

Receiving the Keys

International Tax and Protection Planning

You may have to pay UK tax on foreign income depending on your residence status. If you are a non-UK resident then there’s no UK tax due on foreign income. If you are a UK resident then generally you will be liable to pay UK tax on foreign income, although you may not have to if you are non-UK domiciled.

You may be able to claim tax relief if your income is taxed in more than one country. We can advise on residence and domicile issues, letting UK property while abroad and selling assets while abroad.

Business & Agricultural


Advice on minimising CGT including claiming Entrepreneurs' relief and Inheritance Tax Planning.

Capital Gains Tax

Whether you are looking to mitigate the rate of tax when you sell or otherwise dispose of assets, or are considering the impact of getting rid of assets on other taxes, we will guide you.

Head of International Tax and Estate Planning 

Robert has got over twenty three years’ experience in advising accountants, solicitors, banks and Independent Financial Advisers on taxation in both the UK and overseas in relation to tax planning and tax problems.

Has a network of International qualified Tax professionals and relevant experts in countries throughout the world. Any jurisdictional advice is incorporated into the overall recommendation and ratified by local specialists.


Robert is a former Co-Coordinator for The Chartered Institute of Taxation for the North of England, Scotland & Northern Ireland and the Isle of Man; and a former Chairman and Treasurer of the Leeds Branch of The Chartered Institute of Taxation.


Given award by CIOT for outstanding service and advice in May 2013. Member of The Society of Trust & Estate Practitioners, since 1993

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