I am a Tax Semi-Senior with over four years of experience in personal tax, currently studying towards the ATT and CTA qualifications. My role involves preparing self-assessment and partnership tax returns, handling complex cases, and supporting a range of clients including high-net-worth individuals.
I manage complex client portfolios that often include multi-jurisdictional income and complex partnership structures. I have experience in handling HMRC enquiries, rectifying historic return issues, and navigating the complexities of overseas income reporting. I take pride in delivering clear, practical advice that ensures compliance while supporting clients’ long-term financial goals.
With a detail-oriented and pragmatic approach, I focus on making tax matters straightforward for clients by communicating clearly and offering advice tailored to their specific situations. Through a methodical and client-centered approach, I work to build trust and confidence by providing solutions that meet each client’s unique needs.
