Assistant Manager
I am an Assistant Manager specialising in Private Client Tax, with close to 10 years’ experience advising on a wide range of personal tax matters. I have a particular focus on Inheritance Tax (IHT), trusts and executries, and I enjoy working closely with individuals and families to help them navigate what are often complex and sensitive matters, providing clear, practical advice that supports long-term planning and compliance.
A key part of my role involves trust and estate work, including advising on IHT planning, preparing trust and estate tax returns, and supporting clients through the administration process. I also assist with Trust Registration Service requirements in the UK and the Irish CRBOT, helping clients and trustees meet their reporting obligations with confidence. Alongside compliance work, I am involved in advisory projects, working with clients and their wider professional teams to structure their affairs in a tax-efficient and commercially practical way.
I take a practical and down-to-earth approach, focusing on making complex tax matters as clear and manageable as possible. I value building strong relationships with my clients and their advisers, ensuring they feel supported and well-informed throughout the process, whether dealing with day-to-day compliance or more strategic planning decisions.
We are looking for people to join Henderson Loggie who share our values and commitment towards providing clients with an outstanding level of service.
We aim to provide the best learning experience, focused on enhancing your technical and interpersonal skills, at every stage of your career.
