I am a Trust and Inheritance Tax specialist and have been working in the private client field for more than 12 years, working mostly with owner-managed businesses and high-net-worth individuals.
I am a member of the Chartered Institute of Taxation and qualified with the Society of Trust and Estate Practitioners in 2014.
My day-to-day role involves tax planning in Inheritance Tax, income tax and Capital Gains tax, as well as compliance matters as required, working with a varied portfolio of clients.
Two Luxury items I’d take on a desert island
As a keen reader who burns easily in the sun I would take a never-ending book and sun tan lotion.