Specialisms
About
I am a Private Client Tax Director advising entrepreneurs, high net worth individuals and families on their personal tax affairs. My particular focus is inheritance tax and succession planning to help maximise the value of my clients’ estates, safeguard family assets and facilitate a smooth transfer of wealth to the next generation. I have a wide range of expertise and experience in providing tax advice to individuals.
I help my clients with their annual compliance matters, through to providing proactive advice on capital matters. I also work closely with the property sector, offering advice to individuals who are looking to sell or develop property.
Outside of work, I love to stay active and recently completed the three peaks. I enjoy exercise and try to fit something in most days whether that be a trip to the gym, a dance class or a run with friends. When I am not feeling energetic, I enjoy an escape room and a good board game.
If you require assistance with your personal tax affairs and family wealth planning, please do reach out.