I am an Associate Director in the Private Client team, specialising in advising individuals on their financial and taxation affairs.
My broad tax experience encompassing Trusts, Inheritance Tax, and personal taxation, enables me to provide planning across the generations.
This has enabled me to become involved with his clients in all aspects of their affairs, both financial and personal, and am viewed by many as the ‘family accountant’.
I have over 30 years’ experience, starting work with HMRC, specialising in Trusts. I then joined a national firm, where I qualified as a Chartered Tax Advisor and specialised in the tax affairs of Lloyds names.
I joined Callingham Crane in 2004 as a Senior Manager and joined Menzies as a result of a merger of the two firms in 2007.