I am a Private Client Tax Manager, based in our Farnborough office.
My day to day role is primarily advising on a range of private client tax services, which includes both compliance work and identifying tax planning opportunities.
I work with a broad portfolio of clients and enjoy building relationships with each of them, to understand their needs. A lot of the areas we advise on have other factors to consider, with tax not always being the main driver. I therefore aim to help my clients understand the tax implications so that they are equipped to make decisions regarding their wider affairs.
I specialise in Inheritance Tax, Trusts & Estates and advise on all aspects of this. Often we can review the current position and put simple steps in place to mitigate the Inheritance Tax exposure for the family and offer comfort to the wider family.
A particular interest of mine is the property sector and I have experience dealing with landlords of extensive portfolios and property developers, advising on property incorporations as well as complex Capital Gains Tax issues. This can also include completing Income Tax and Capital Gains Tax returns, dealing with tax enquiries and making disclosures under the Let Property Campaign.
Alternative Career Choice
I considered becoming a lawyer before joining the wonderful world of tax.
Luxury Item I’d take to a desert Island
I would take my dogs and a speaker so that we can listen to Taylor Swift all day. Yes, I am an avid Swiftie.