Tax Partner
Helping businesses and individuals minimize tax liabilities while keeping them compliant
Approach to work
I take a proactive approach to my work – always trying to find ways to increase the value-added for our clients.
My tenacity and passion to help clients manage their tax affairs ensure they get the best and most up to date advice at all times.
I specialise in tax advisory work – whether it is advice given to a personal client or businesses.
This includes advising clients on the tax implications of setting up share schemes, raising funds under tax-efficient schemes and corporate restructuring.
I am also involved in tax compliance work, including HMRC investigations, and I oversee the work done by the rest of our experienced tax team.
I hold regular training sessions with colleagues to train them and host webinars to educate clients on topical tax matters.
Background
I have been working in tax for more than 10 years, including time spent at two of the ‘Big Four’ firms.
My career began in personal taxation, but I later switched my focus to transactional tax where I have advised on a broad range of tax issues.
Working as a Senior Manager for many years, I was promoted to Partner in 2021. This has allowed us to expand the firm by taking on new clients, network and assist other partners to bring clients on board.
Tax Partner
Supporting clients to make more of their money and assisting with complex HMRC enquiries
Approach to work
I enjoy working with the vast variety of clients that we have and the firm’s ethos is in tune with my values and mission to deliver outstanding tax advice.
As a team, we are fully committed to the tax wellbeing of our clients and pride ourselves on not just dealing with taxation, but also helping our clients to realise their dreams and aspirations.
I work with my fellow Partners, looking at various tax planning ideas for our clients to minimise and mitigate tax wherever possible.
I also help my clients with their day-to-day tax compliance and administration needs in the ever more complex world of tax, including implementing tax strategies and tax planning solutions.
Alongside this work, I am highly experienced when it comes to assisting clients with complex tax enquiries and have helped numerous businesses and individuals with their dealings with HM Revenue and Customs.
My practice also includes trust and estate compliance and administration, implementing and advising on company share schemes and employee remuneration packages.
My clients come from a full range of sectors, size and location, although my practice has a particular focus on SMEs and owner-managed businesses.
Background
I joined Grunberg & Co in 2005 and was made a Partner in 2011. My career began as an accountant but I soon realised that the world of taxation is where my heart belongs and I decided to pursue a career as a Chartered Tax Adviser.
Tax Manager
About
I’m an ATT & CTA qualified Tax Manager with over 10 years of experience in personal tax & private client tax roles.
I’m a specialist in complex tax issues for high-net-worth individuals, trusts, and estates.
I’m also highly experienced with tax cases with niche aspects that are rarely encountered, and I provide support with a range of complex tax issues and ad-hoc queries to ensure that clients receive the best advice and remain compliant.
I am excellent at researching tax opportunities and considering all the relevant factors to build planning packages that minimise tax and fit the lifestyles of our clients.
When it comes to Inheritance Tax, I offer solutions to ensure wealth passes smoothly to future generations.
In my spare time, I organise zombie walks for charity and even proposed to my wife at one of them!
Approach to work
I’m a highly dedicated manager with a strong desire to ensure high-quality work and provide a professional and efficient service to our clients.
In my daily work, I try to be proactive and forward-thinking when it comes to workflow management, solutions to problems and helping junior team members succeed with their projects.
