Darren Jones CFP
Darren originally from Bolton in the North West of England, has over thirty years in the industry, specialising in UK-connected clients. His expertise spans taxation, trusts, retirement planning, and investments. An expert in inheritance tax avoidance for UK-domiciled individuals and tax planning for returning UK expatriates, Darren also excels in multi-generational estate planning. His strategic approach and in-depth expertise ensures tailored, effective solutions for a diverse clientele.
Professional Affiliations
Darren is a UK Chartered Financial Planner and Associate of the Personal Finance Society and the Chartered Insurance Institute, the recognised professional bodies for financial advisers in the UK. He also holds a B.Sc.(hons) in Management with Trusts and Estates from the University of Manchester. He has been involved in teaching and lecturing on various examination subjects offered by industry professional bodies, as well as assisting as examiner, scrutineer and question writer.
Practice Areas
Darren focuses on taxation, trusts and retirement planning for clients of various nationalities, but specialises in solutions for those with a UK connection. Structuring portfolios for tax efficiency, inheritance tax avoidance, tax planning for the returning UK expatriate, as well as estate planning through the generations, are particular areas of expertise.
- Taxation
- Trust Planning
- Retirement Planning
- Investment Solutions
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