Areas of expertise
I have extensive experience of providing tax planning services to private individuals, and have worked in this area for over 16 years. I am a registered member of the Chartered Institute of Taxation and focus on advisory services to high net worth individuals, their families, businesses and trust structures. This may consist of capital taxes planning, for example; estate planning, the sale of business assets and development land, trust planning, succession and family investment companies.
I particularly enjoy working with entrepreneurial and family run businesses, putting in to place tax efficient structures to achieve family objectives. I enjoy building long term relationships with my clients, joining them on their journey, from start up, growth, to exit or succession and beyond.
Having worked with some clients for over 15 years I appreciate the hard work put in by entrepreneurs and the challenges faced, especially where generations of families are also involved. I often work closely with my international network to provide a global service where required. I am also supportive of working alongside other advisors to produce the best outcome for mutual clients, keeping clients at the heart of the matter in the pursuit of all encompassing solutions.
Professional qualifications and memberships
Chartered Institute of Taxation