Philip Tatam

Philip Tatam

Director, Tax

Philip is a Chartered Tax Advisor with more than 40 years’ experience advising corporate and private clients across a wide range of tax matters. Working with individuals, trusts and companies, Philip provides clear, strategic guidance that helps clients navigate complexity, manage risk and plan confidently for the future.

His expertise spans corporation tax, capital gains tax, income tax and inheritance tax, with particular strength in areas including EMI share schemes, tax residence matters for individuals, companies and trusts, and succession and inheritance tax planning. Philip also advises on company and group reorganisations, demergers and capital reductions, supporting businesses through periods of change with practical, commercially focused advice.

Known for combining deep technical knowledge with a measured and approachable style, Philip helps clients make informed decisions and structure their affairs efficiently while remaining fully aligned with evolving tax requirements.

Email Philip Phone Philip

Services

Corporate Tax Private client

Locations

London Office

Insights written by Philip Tatam

Browse all insights

Personal tax compliance Succession hub

Estate planning and gifting shares to children and grandchildren

12th May 2026

Written by: Philip Tatam

When considering estate planning, it is important to remember that assets are valued differently for the purposes of Inheritance Tax (IHT) and Capital Gains Tax (CGT). The loss to the donor principle and related property...