Specialisms
About
I am a Director at Menzies and lead a team looking after high net worth private clients and trusts. My particular focus and expertise is in advising individuals with multi-jurisdictional aspects to their tax affairs.
I advise my clients on their succession plans, family wealth and with matters such as domicile and the UK tax implications of their offshore structures. I help my clients with their annual compliance matters, through to providing proactive advice on capital tax matters.
Together with advising my clients I also enjoy leading learning and development for our Private Client service line. Guiding our new trainees provides me with great job satisfaction and makes me proud of our team.
Outside work, I really enjoy spending time with my family and enjoying life near the river at home in Henley on Thames.
If you require assistance with your personal tax affairs and family wealth planning, please do reach out to me via email.