20 years of experience assisting ultra-high-net-worth clients
Advises trusts and family offices on tax matters
London
@alvarezmarsal
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Anthony Whatling is a Managing Director with Alvarez & Marsal Tax LLC in London. He brings more than 20 years of experience in assisting ultra-high-net-worth clients and their trusts and family offices with their personal tax affairs.
Mr. Whatling’s notable assignments include advising an ultra-high net worth individual and his family office on all aspects of his personal tax affairs including the acquisition of landed estates and private aircraft. He has managed the tax affairs of three generations of a family and their family trust.
Mr. Whatling has worked with clients across various industries, including many private equity and hedge fund executives. He has also advised private banks and wealth managers on how to design and implement banking and investment services for non-UK domiciled clients.
Prior to joining A&M, Mr. Whatling spent four years with Evelyn Partners LLP, where he was a Tax Partner and the head of the Private Clients Tax Services department in London, managing a department of around 100 tax professionals. Prior to that he worked for Ernst & Young, PwC and BDO.
Mr. Whatling earned a bachelor’s degree in economics from the University of Cambridge. He is a member of the Chartered Institute of Taxation
The 2024 Autumn Budget announcements confirmed that the proposed reforms to UK inheritance tax will apply to non-UK assets, including assets in non-UK trusts. These rules will come into effect from 6 April 2025.
The 2024 Autumn Budget announcements confirmed that the proposed reforms to the taxation system for non-UK domiciled individuals will come into effect from 6 April 2025.
The 2024 Autumn Budget announcements confirmed that the proposed reforms to the taxation system for non-UK domiciled individuals will come into effect from 6 April 2025. The current remittance basis of taxation will be replaced with a regime based on the number of years of tax residence.
In recent years, outsourcing for family office services has grown from a niche solution to a mainstream strategy. As family offices face increasing regulatory demands, rising costs, and the need for more sophisticated financial strategies, has become a vital tool in improving operational efficiency.