I have worked in private client tax since 2007, focusing on complex tax returns and tax planning for high net worth individuals.
Having trained with a top 10 firm, I worked as both a tax adviser and an independent financial adviser (IFA) whilst completing professional qualifications in both disciplines. Later, whilst specialising in personal tax and providing advice and compliance for a broad range of wealthy individuals and their families, I moved to a big 4 private client tax team in 2015 where I took on the role as Private Client Tax Manager. Here I provided UK tax planning advice, primarily to non-UK domiciled and internationally mobile individuals.
My key focus is to be a trusted adviser for my clients and to help them navigate the complex UK and International Tax landscape. Whilst I specialise in advising in the areas of Non-domicile and residency planning, I also advise on IHT and succession planning, Capital Gains Tax, Tax-efficient investments (EIS, SEIS…etc.) and Pensions.