I am a Manager working within the Private Client Team, dealing with a variety of advisory matters including succession planning, tax residence planning. I assist clients with HMRC matters, including voluntary disclosures and dealing with HMRC compliance enquiries. I also have experience preparing Single Joint Expert reports dealing with the CGT implications arising on the transfer or sale of assets. Alongside this, I also assist clients with their tax compliance matters and I have experience dealing with a range of clients including high net worth individuals, UK trusts and partnerships.
Prior to joining Menzies, I trained and passed my ATT and CTA exams. I have gained a breadth of experience advising clients on a variety of tax advisory and compliance matters.
Outside of Work
When I am not working, I enjoy spending time with my husband and daughter.
My favourite hobbies
I like doing my weekly Kettlebell and LIIT classes and this enables me to enjoy lots of lovely meals out with friends and family!