I joined the Tax and Wealth Planning department at Ellacotts LLP in June 2023 as a manager. I provide advisory services on taxation matters for companies and individuals which include restructuring, exit planning and personal tax to ensure affairs are structured in a tax-efficient manner.
I have a BA (Hons) degree in Business Economics from the University of Leicester. I previously worked in a top 10 accountancy practice for over 11 years in the private client department where I qualified as a Chartered Tax Adviser in 2012. During this period I advised a broad range of clients including the self-employed, trustee companies, high net worth and non-domiciled individuals. I provided personal tax compliance and advisory services including residency, Inheritance Tax, Capital Gains Tax and property planning.
Prior to moving to Ellacotts, I worked for a smaller practice advising owner-managed businesses/SMEs undertaking work on tax matters such as:
- Company restructures, including demergers and holding company structures
- Shares schemes
- Succession planning, including company purchase of own shares and management buyouts
- Due diligence
- R&D tax relief claims
- Employment Related Securities returns
Outside of work, I enjoy eating out at the many restaurants my local area has to offer. I also enjoy travelling the world to experience new cuisines, cultures and music events.
Audit & assurance
Research & development (R&D credits)
Outsourced VAT & bookkeepping
Mergers, acquisitions & disposals