I am a Manager within Menzies looking after a portfolio of private client tax clients ranging from small sole traders to larger complex family estates. I specialise in more complex IHT planning with the use of Trusts and family investment company vehicles.
Coming from a corporate background I have a good awareness of tax in all areas so can provide a holistic approach to tax planning and restructuring an individuals’ tax affairs in the most tax efficient manner for their needs.
I am fortunate enough to have a large variation of clients which has exposed me to many more complex situations, but I have particularly enjoyed working with inheritance tax planning for SME business owners who are looking to exit their business. One of my proudest such moments was advising a client who were looking to sell their business on the IHT implications and mitigating this with the use of BPR Trusts and a family investment company. I initially advised the client on the potential IHT issue and a solution, and subsequently corresponded with solicitors to guide them through the process to achieve a maximum significant IHT saving of over £1.2m.
In my personal life I am an avid football supporter with the occasional bit of playing time but enjoy most sports whether that be to watch or be involved with.
Please do get in contact by email if you would like a review of your tax affairs to see if there are any savings to be made particularly in relation to IHT savings.