David Mowlem
Partner, Private Client
David is a partner in our Private Client & Tax team and is based in our Edinburgh office. David specialises in tax and estate planning for individuals, business owners and their families and is dual-qualified in Scots and English law. His expertise includes advising on wills, trusts and executries, as well as, personal tax planning including Inheritance Tax (including the availability and optimisation of reliefs such as Agricultural Property Relief and Business Property Relief) and Land and Buildings Transaction Tax. David also regularly advises on the use of trusts, partnerships and other structures as part of succession planning for individuals and their estates and businesses, together with related governance issues. David is a member of the Society of Trust and Estate Practitioners (STEP) and is a Chartered Tax Adviser.
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David Mowlem
Recent News & Insights by David
27 March 2025 | Time to read: 3 mins
Spring Statement Analysis
By David Mowlem
David Mowlem outlines what you need to know from the Spring Statement.
05 December 2024 | Time to read: 3 mins
Key Takeaways from the 2025/26 Scottish Budget
By David Mowlem
David Mowlem outlines what you need to know from the 2025/26 Scottish Budget announcement.
06 November 2024 | Time to read: 6 mins
Key Takeaways from the Autumn Budget 2024
By David Mowlem
After months of speculation, we can now work through the new tax landscape we find ourselves in following the Autumn Budget on 30 October.
21 December 2023 | Time to read: 1 min
The Trusts & Succession (Scotland) Bill passed at Scottish Parliament
By David Mowlem
The Trusts & Succession (Scotland) Bill was passed at the Scottish Parliament on 20 December 2023, David Mowlem provides an update.