Mark Trevenna

Mark Trevenna
As a Private Client Senior Manager at Shorts and Chartered Tax Adviser (CTA), Mark regularly advises individuals and trustees on tax compliance and improving the tax efficiencies of the trusts and their estates. Mark has over 17 years of experience advising clients on Inheritance Tax and Capital Gains Tax.

Recent Posts
15 April 2026

The best time to start Inheritance Tax planning

Inheritance Tax (IHT) has a reputation for being a problem "for later", something to worry about...

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8 April 2026

Dispelling the most common myths about Inheritance Tax

Inheritance Tax (IHT) has become one of the UK’s most talked‑about (and misunderstood) taxes....

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25 March 2026

IHT & the Seven-Year Rule explained: gifts, taper relief, allowances

Often, people want to help their loved ones financially before they pass away, but confusion about...

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16 March 2026

Family Investment Companies: is it right for you?

A Family Investment Company (FIC) is a useful tax planning tool that will appeal to you if you are...

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3 March 2026

Spring Statement 2026: no tax changes announced

The Chancellor delivered the Spring Statement on 3 March 2026, providing an update on the public...

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25 February 2026

Finding confidence when you’re unsure about estate planning

When you’re thinking about Inheritance Tax (IHT) and estate planning, it’s completely normal to...

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