Umar Khan | Senior Estate Planner | Farani Taylor Solicitors

Umar Khan

Senior Estate Planner


Biography

Umar is a qualified chartered accountant and joined Farani Taylor in 2013.

He is a Senior Estate Planner who is an expert in providing Wills and Trust advice. His tax knowledge helps his clients to ensure that their inter-generational wealth transfers are tax efficient. Therefore, clients walk away safe in the knowledge that their Wills suit their personal needs.

Umar's clients benefit from his accountancy knowledge combined with the Wills and Trusts expertise. He presents various options to clients to ensure that any financial planning marries with their estate planning.

He keeps thoroughly up to date with current legislation. Therefore, his clients know that the advice they receive applies to their specific situations.

Further, Umar is an expert in Islamic Wills and Inheritance. He has studied the Quran and the Fiqh of Islamic Inheritance implementing this knowledge into ensuring Muslims get the proper advice that is aligned with their beliefs. He discusses scripture with clients and outlines potential outcomes of having an Islamic Will.

His secondary role in the firm is as its Finance Manager. He is responsible for administering the day to day finances of the firm, providing financial reports, daily banking, inter account transactions, bank reconciliation, financial data entry, payroll, filing VAT returns, filling employees NI and tax to HMRC all under the guidance of the Head of Finance.

Umar’s financial reporting assists the firm develop strategy. He does this by carefully analysing the financial condition of our the firm and helping the partners appraise potential risks to profitability. Umar works closely with the compliance team in ensuring the strict compliance with SRA Account rules.

Before joining us, Umar worked as an Accounts Trainee with Grant Thornton in one of the biggest Micro Finance Projects in Pakistan.

Education

Umar completed his Masters in Marketing and Innovation from Anglia Ruskin University in the year 2012.

Umar holds an affiliation and accreditation with ACCA (‘Association of Chartered Certified Accountants’) by completing the same in 2011