Autumn Budget 2024: Offshore Trust Changes and its Impact
8 mins
William Welch is an Associate Director in our Private Client team at Mercer & Hole’s London offices. He primarily works with high-net worth individuals and families, both resident in the UK and overseas, giving support and advice on structuring their financial affairs to ensure UK tax efficiency.
He relishes the challenge of keeping on top of the ever-changing legislation and negotiating this to help his clients solve complex issues. He particularly stresses the importance of explaining complicated, technical issues in a clear and concise manner and attributes his analytical and problem-solving skills to his scientific background.
William was promoted to Senior Tax Manager at Mercer & Hole in October 2023, having started at the firm as a graduate tax trainee in 2014, whilst studying for the ATT and CTA qualifications. He chose to continue his career at Mercer & Hole as he finds the culture welcoming, inclusive and flexible with the support he needs to develop and achieve his goals. He enjoys working at the London offices as he loves the hustle and bustle of the city and the history and culture it has to offer.
In his spare time, he plays football and table tennis and enjoys socialising with friends in London.
Videos
Below, William Welch and Lisa Spearman shed light on Capital Gains Tax rates increases in the Autumn Budget 2024.
Following the Spring Statement in 2025, William Welch and Jo Bateson shared their thoughts on the significant changes on APR and BPR announced in October 2024. Watch the video below to find out more about who the upcoming changes will impact and when they take effect.
