Dixcart House
Addlestone Road
Bourne Business Park
Addlestone
Surrey
KT15 2LE
UK
Peter Robertson
Professional services include family office services for individuals as well as corporate structuring and assistance in establishing and managing companies.
Peter Robertson
Managing Director
LLB (hons) FCA TEP
Profile
Pete joined the Dixcart UK office in 2009 as a member of the International team. He became a director in 2013 and was appointed Managing Director of the Dixcart office in the UK, in 2018.
As a member of the International team at Dixcart UK much of his work is with the Tax team and the Immigration team, working primarily with international, families in their planning for a move to or an investment into the UK. This will often involve the early stages tax planning, assistance with obtaining relevant visas to move to the UK and ongoing assistance over the subsequent years.
Pete also advises clients on their international tax residence and estate planning and is often asked for Dixcart UK’s assistance with families and individuals managing their multi-jurisdictional wealth and future planning. This will normally entail working with advisors in the relevant jurisdictions to ensure that relevant tax and practical considerations have been incorporated into the planning.
He travels frequently, in particular to India and the USA.
Pete also advises, often privately owned corporate groups, regarding establishing commercial entities in the UK. This frequently involves working with Dixcart UK’s Accounting and Legal teams, to help this process progress as efficiently as possible. The work ranges from assistance with incorporation, book-keeping processes and tax compliance through to optimising the use of corporation tax opportunities, such as R&D Tax Credits.
Pete is a qualified Chartered Accountant and Solicitor. He became a member of the Institute of Chartered Accountants in England and Wales in 2006, completing his training at Blick Rothenberg LLP. In 2008 Pete became a member of the Law Society, qualifying as a Solicitor with the central London firm Pemberton Greenish LLP (currently he is a non-practising solicitor). He is a member of STEP.
