Kylesku Bridge

Meet Our Chartered Tax Specialists

Lucas Harding-Cox

Chief Technical Officer

Lucas Harding-Cox Chief Technical Officer

Lucas Harding-Cox
Chief Technical Officer

Lucas has spent his entire professional career advising high net worth individuals, entrepreneurs, and privately owned businesses, on how they can achieve the optimum structure for their business interests and investments, as well as how they plan for future succession.

Before joining WBR, Lucas spent 23 years at PricewaterhouseCoopers, at offices in both the Midlands and London where he qualified as a Chartered Tax Adviser (CTA). He has worked with a broad range of clients ranging from some of the wealthiest families in the UK to entrepreneurs who are just starting out, helping them achieve their commercial goals in a tax efficient manner.

Lucas particularly enjoys solving complex problems for private clients and their businesses and is acutely aware of the importance of both advising on the interaction of corporate and personal taxes to ensure the wider implications are taken into account and on the need to be sensitive to the personal and family issues involved, in order to provide valuable advice for his clients.

Whether just starting out in business, changing how a business or investments are structured or owned, providing for employee incentives, considering acquisitions or disposals, or longer-term family succession issues, Lucas is able to design and implement business and investment structures for his clients which require a high degree of technical input and coordination by providing bespoke solutions to their commercial and tax issues across all areas.

Outside of work Lucas enjoys spending time with his family, travelling, rock climbing and is a Leicester City season ticket holder.

Callum James

Director

Callum James

Callum James
Director

Callum started his career in Accountancy practice where he qualified as a chartered accountant before moving into a career in Tax advice, and obtaining the chartered tax qualification in 2020.

Since joining WBR Tax, Callum has advised on a vast range of tax planning opportunities.

However, Callum’s main focus is in providing estate planning advice to business owners and wealthy individuals where he applies his technical abilities to identify creative solutions and tackle any tax risks. 

Callum is responsible for the providing excellence client service in the delivery of the team’s advisory projects.​​

Away from WBR, you can count on finding Callum in a sporting environment – whether it be playing football, running around the squash court or working on his golf swing. Callum is also a lover of live music and is regular attendee of the Glastonbury festival.

Tom Lodge

Director

Tom Lodge, Tax Director

Tom Lodge
Director

Tom started his career within Grant Thornton’s tax compliance unit where he qualified as a Tax Technician (ATT) before transferring to their Private Client & Entrepreneur advisory team in Birmingham where he qualified as a Chartered Tax Adviser (CTA).

Tom has extensive experience advising entrepreneurs and privately owned businesses on employment related securities and share incentives. He also has extensive knowledge of the residence and domicile rules with a specialism in the analysis and taxation of offshore mixed funds.

Tom has a strong appreciation for technical detail and takes a keen interest in case law and future developments of tax policy. His understanding of the legislation, and wider concepts, enables him to approach complex situations methodically and with a calm manner. Tom is responsible for the Tax Team’s continued learning and development.

Since joining WBR Tax, Tom has advised on a wide variety of tax planning opportunities. However, Tom’s main focus is corporate reconstructions and sales where he applies his technical understanding, and research skills, to identify creative solutions and tackle any tax risks.

Outside of work you can regularly find Tom in the gym. Tom is also a passionate rugby fan, cheering on Leicester Tigers. Tom is also a keen cook with a specific interest in cooking meat ‘low and slow’ on his backyard smoker and regularly making homemade curries and sauces.

Tom Moore

CEO

Tom Moore
CEO

Tom is a tax professional with over 35 years’ experience. His main strengths encompass technical skills as well as the ability to communicate well with people in all spheres of life. This means he likes to get to grips with the finer detail of more complex legislation. Tom enjoys meeting clients, presenting, training and coaching. Tom advises entrepreneurs and their businesses on all tax-related matters in the UK as well as further abroad.

Tom is Treasurer and Trustee of the Leicester YMCA (youth homelessness charity). He has the same roles with the charity community choir, Fosse Singers, for whom he is also a first tenor. He enjoys most sports with a keen interest in football, tennis and basketball. Tom also regularly runs for charity having completed a number of London marathons. He is also a scuba diver with over 200 logged dives.

Navigate the New IHT Landscape

The WBR IHT Calculator

The upcoming changes to Business Property Relief (BPR) and Agricultural Property Relief (APR) from 6 April 2026, along with the inclusion of unused pensions in the taxable estate from 6 April 2027, mark significant shifts in IHT exposure for UK tax residents. Our IHT Calculator is designed to help you understand how these reforms might impact your estate, enabling you to start making informed decisions and plan effectively.

This tool calculates whether your estate may be subject to IHT, and how much could be due, if you were to die today. It also estimates the impact of expected legislative changes set to be introduced from 6 April 2026 and 2027.

 

Click here to use our IHT Calculator

The value we bring

Business and personal decisions often carry significant tax implications. WBR Tax helps you and your advisers plan ahead, structuring transactions in the most tax-efficient way. By considering your broader goals alongside each transaction, we take a holistic approach that ensures your tax strategy supports both immediate needs and long-term objectives.

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Tailored Tax Solutions for Your Goals

Achieving your objectives will be crucial to you. Whether selling a business, structuring a share scheme to reward key team members, or retaining certain assets personally, multiple strategies may be available. Understanding your options ensures you can make informed decisions that protect value, optimise outcomes, and create opportunities you might not have anticipated.

How we work

We provide access to the expertise needed for complex business and personal tax matters. When your advisers identify situations beyond their usual scope, we step in to provide tailored solutions, ensuring your goals are met. After our guidance, your trusted advisers continue to support you, giving you seamless advice and continuity while maximising value and outcomes.

testimonials

You have been so professional, helpful and patient and easy to talk to, thank you. I would not like to embarrass you but I would be glad if you could share this, people are often quick to complain but don't always think to praise good service and I can say no more than I don't know how we would have managed without you, what an asset you are to your company.

Pauline Kirk

Thank you. It’s been quite a while since we witnessed such good and competent service; a thoroughly professional act, and we look forward to future projects.

Gary Stidolph

Working with WBR has been great!

Accountancy Practice, East Midlands

As always, thank you so much for passing on the query and for adding further detail. Would that we could get similar good service and professionalism elsewhere.

Financial Adviser, South Wales

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