I have over 10 years of experience in providing private client services to high net worth individuals and their families including their trusts, businesses and landed estates. I also regularly advise non-UK domiciled individuals on residency and remittance planning and on the UK tax treatment of offshore trusts and investment holding structures.
Having qualified as a Chartered Accountant over 7 years ago, with a mixed tax and accountancy background, I then decided to specialise in private client tax focusing on complex compliance and advisory projects. To support this, I qualified as a Chartered Tax Advisor winning the national prize for best performance in the Advisory papers.
I enjoy getting to know my clients’ individual needs so that I can provide them with bespoke tax advice together with practical and commercial solutions.
Qualifications and Memberships
I am a member of the Institute of Chartered Accountants in England & Wales, the Chartered Institute of Taxation and the Society of Trust and Estate Practitioners