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I am a partner in the tax, trusts and estates team, advising clients on a range of matters including tax compliance, use of trusts and succession planning.

With nearly 40 years’ experience, every day brings different and exciting challenges, I approach each of these with a ‘can do’ attitude. I enjoy getting to know clients and becoming their trusted adviser.

I employ a common sense approach and try to breakdown complex matters so that they are easy to understand.

Areas of expertise:

  • Tax compliance
  • Capital gains tax
  • Inheritance tax
  • Use of trusts
  • Succession planning for individuals

Qualifications and memberships

  • Fellow of the Association of Taxation Technicians - ATT (Fellow)
  • Member of the Personal Finance Society and the Chartered Insurance Institute - DipPFS
If I'm unavailable, please contact:

Laura Annandale

Trusts Administrator
+44 (0)1892 506 109

Amy Baker

Tax Assistant
+44 (0)1892 506164

My experience

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