I am an ATT (Association of Tax Technicians) qualified assistant manager within the tax department, working with a wide range of personal tax clients from small sole traders to high net worth individuals and partnerships, all with varying tax needs. I advise clients on all aspects of their personal tax affairs, from the preparation of their tax returns to advice on tax planning and capital gains tax. I work closely with the accounts team to deliver high quality, well-rounded service to sole traders and limited companies.
I also work 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 property, energy and professional practices sectors, as well as various others.
In my spare time, I love exploring new places and taking my dog, Moby, on long walks.