Specialisms
About
I am a Private Client Manager at Menzies. My focus is mainly on personal tax and capital gains tax. My client base comprises of Barristers, high-net-worth individuals, entrepreneurs, OMBs, those with rental portfolios and the retired.
In addition to the compliance side of my role, I also advise on capital gains tax planning, and looking at the interaction of personal tax with business tax for my clients, whilst keeping a watchful eye on the ever-changing rules for rental properties.
The main thing I love about my role is my contact with clients and looking to see how I can help them navigate the complex tax system with their changing lifestyles and evolving life plans.
I have a passion for the arts, literature, guinea pigs and swans. A good book sat by the sea with a flask of tea is one of life’s simple joys.