I am Chartered Tax Advisor qualified and have worked in tax for over 12 years, specialising in personal tax. I work with a wide range of personal tax clients, from small sole traders to high net worth individuals and partnerships. I advise clients on all aspects of their personal tax affairs, from the preparations of their tax returns to advice on tax planning and capital gains tax.
I am also an affiliate member of STEP (Society of Trust and Estate Practitioners) and works closely with clients and their families on Inheritance tax planning. This ranges from a simple review to look at the potential inheritance tax through to tax planning and retirement planning as well as Trusts and Estate planning and administration.
I work with many clients in the Agricultural & Rural sector ranging from small farms to large estates. In this area, I have experience with all taxation issues that can arise from the day to day income tax on farms and estates to the inheritance tax and succession planning