Joshua Wallis ATT CTA

With nearly a decade of experience in personal and private client tax, I specialize in advising high-net-worth individuals and owner-managed businesses on complex tax matters. As an ATT and CTA qualified Tax Assistant Manager, I have a vast knowledge and understanding of the UK’s complex tax system and bring a practical approach in finding resolutions.

Since joining Grunberg as a school leaver, I have grown with the company, gaining extensive experience supporting a variety of clients needs with differing tax affairs, often handling complex tax cases. I ensure clients receive tailored, accurate advice that aligns with both compliance requirements and their long-term goals, providing reassurance and clarity in challenging situations.

I take pride in my personable approach and my commitment to understanding clients’ needs, delivering a personalised service. Income tax planning is a particular area of focus, where I work closely with clients to structure their affairs efficiently, ensuring they minimise their overall tax burden while meeting all compliance regulations.