Specialisms
About
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 tax planning as well as assisting my clients with their annual tax returns.
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.
I also have an interest in property and enjoy advising my clients in relation to exciting projects and how best to structure these to protect their wealth.
If you require assistance with your personal tax affairs, please do reach out to me.