I am an ATT and CTA-qualified Tax Manager with a focus on complex tax matters affecting high-net-worth individuals, trusts, and estates. Since 2010, I have specialised in personal and private client tax, and I now also support executors as part of our dedicated probate services team.
My experience includes handling niche and rarely encountered tax scenarios, providing tailored advice and solutions to ensure clients remain compliant while maximising opportunities. I regularly assist with a wide range of complex tax issues and ad-hoc queries, offering clear, strategic guidance.
I take pride in researching and developing bespoke tax planning strategies that align with each client’s unique circumstances. In the area of Inheritance Tax, I help clients structure their affairs to ensure a smooth and tax-efficient transfer of wealth to future generations.
As a committed and detail-oriented manager, I am passionate about delivering high-quality work and maintaining a professional, responsive service that clients can rely on.
