Head of Tax, Trusts & Estates (Managing Associate)
I head up the tax, trusts and estates teams, advising clients on a range of matters including tax compliance, use of trusts and succession planning.
With over 30 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 have a very good common sense approach and I try to breakdown complex matters so they are easily understandable. A client once commented: “Thank you for helping me understand this and putting my mind at rest”.
- Tax compliance
- Capital Gains Tax and Inheritance Tax issues
- Use of Trusts
- Succession planning for individuals
Qualifications & membershipsFellow of the Association of Taxation Technicians - ATT(Fellow)
Member of the Personal Finance Society and the Chartered Insurance Institute - DipPFS