David Lane

David Lane has over 30 years of experience in the financial planning industry. From 1989 to 2012, they worked at AXA Wealth as a Senior Technical Consultant and Chartered Financial Planner. In this role, they specialized in UK pension tax and law, as well as the taxation of UK trusts. David provided training updates and seminars to Independent Financial Advisers and wrote articles for financial services magazines and newspapers. Since 2012, David has been working at LGT Vestra LLP as a Business Development Technical Director. David'sresponsibilities include understanding and communicating legislative changes and opportunities to key IFA and business partners. David continues to write articles and present at seminars on various financial planning subjects. David is a Fellow of the Personal Finance Society and a Chartered Financial Planner.

David Lane obtained their MA in Modern History from King's College London, where they attended from 2006 to 2008. Prior to that, they pursued a degree in Ancient History and Modern Politics at The University of Sheffield from 1984 to 1987. In addition to their academic qualifications, they hold several certifications, including being a Fellow of Personal Finance Society, a Member of the Chartered Institute for Securities, and a TEP from the Society of Trust and Estate Planning.