A specialist, partner-led advisory team
Our core team blends Big 4, legal, and trustee experience, working with business owners and their advisers on complex tax, succession, and trust planning. We operate discreetly, adviser-led, and with long-term continuity.
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David is a Chartered Accountant (London Big 4 trained) who advises business owners and entrepreneurial families on succession, exit, and asset protection matters. Operating between London and Newcastle, he focuses on structuring solutions that preserve business value, support family continuity, and align tax efficiency with long-term financial objectives. He works closely with accountants, solicitors, and wealth managers to deliver discreet multi-adviser outcomes.
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Neil has nearly twenty years of specialist tax experience and a background as a qualified solicitor in private client law. He advises business owners and entrepreneurial families on succession, exit, and asset protection strategies, coordinating multi-adviser engagements across the UK. ATT and STEP qualified, Neil combines technical depth with practical insight to deliver planning that protects wealth, supports continuity, and aligns with long-term family objectives.
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Chris has been with Qubic for over 15 years and advises business owners and entrepreneurial families across London and the Southeast. He focuses on structuring tax-efficient solutions that align with each client’s commercial objectives and family priorities. Working closely with accountants and other professional advisers, Chris helps implement coordinated planning that supports succession, protects value, and delivers long-term continuity.
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Victoria has been with Qubic since its inception and has nearly twenty years of specialist tax planning experience. ATT qualified, she works with business owners and advisers across the UK to deliver tailored planning that aligns commercial objectives with family priorities. Victoria is known for her clarity and reliability, coordinating engagements discreetly and ensuring each solution is executed with precision and long-term continuity in mind.
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A qualified solicitor for nearly twenty years, Andrew brings extensive legal experience from a career in commercial litigation and tax dispute work. He has worked with Qubic for over a decade, providing strategic legal insight across the business and ensuring our planning is technically sound, commercially secure, and compliant. Andrew’s depth of legal knowledge plays a key role in strengthening the integrity and resilience of Qubic’s advisory offering.
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AAT qualified with over twenty years of experience in finance, tax, and accounting, Sarah brings strong commercial understanding to her work with owner-managed businesses and SMEs. She guides clients through the implementation of bespoke tax strategies, ensuring solutions align with both personal and business objectives. Sarah also supports clients in HMRC dispute matters, offering practical advice on negotiation and settlement with discretion and clarity.
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Lauren works closely with clients and their advisers to design and implement tailored tax planning strategies that align personal priorities with commercial long-term goals. She focuses on delivering tax-efficient solutions that reflect Qubic’s commitment to technical excellence, discretion, and strategic value. Lauren’s collaborative approach ensures clients receive coordinated, results-driven advice that supports sustainable growth and long-term security.
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ATT qualified, Peter advises business owners on strategic tax planning tailored to their commercial and personal objectives. With a focus on business preservation and remuneration planning, he helps clients design and implement tax-efficient structures that support sustainable growth, optimise value, and protect wealth across generations. Peter’s analytical approach and practical insight contribute to delivering compliant, commercially effective planning across complex client scenarios.