AAT, ATT, CTA
Director of Private Client Services
With over 15 years’ experience, I started my career with Grant Thornton spending 10 years working across both personal and corporation tax and qualifying as a Chartered Tax Advisor.
I recognise the importance of understanding my client’s personal and business position, in order to establish what is important to them and how this may have an impact on their taxation planning. With the continual revisions to the tax legislation, I believe it is crucial to be one step ahead of the next potential change so that I can prepare my clients for this.
Over the years I have worked with clients to support various areas such as; tax-efficient profit extraction from their businesses, Inheritance Tax and Estate planning, workforce assessments in relation to the IR35 legislation, and Capital Gains Tax advice.
Outside of work my partner and I are currently kept busy with renovating our home and I love to take our dogs out for long walks. I enjoy spending as much time as possible with family and friends and having all the family over to get everyone together.
Inheritance & estate planning
Personal tax planning
Personal tax planning for business owners
Property & land transaction
Property & land developers
Financial planning for your family
Residence & domicile