I am National Head of Private Clients and have over 30 years of experience in the private client sector advising high net worth individuals and their families.
My particular focus is on providing tax planning advice to individuals on their personal and business interests; ensuring they are utilising tax allowances and reliefs as well as how to save for the future and build their wealth not only during their working lives but also for retirement and the next generation.
My clients include those involved in the sports, media and entertainment sectors, entrepreneurs, family offices and non-UK domiciled individuals.
I strive to deliver advice to my clients in a straightforward manner and break down the complexities of tax legislation into plain English.
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What I Do
- Income tax
- Capital gains tax
- Inheritance tax planning
- HMRC enquiries
My Clients
- Professional sportspeople
- Entertainers and media
- Family businesses
- Entrepreneurs
- High net worth individuals
- Non-UK resident and non-UK domiciled individuals
- Professional practices
Media Coverage
- Spear's: New regime, new taxes? Jul 2024
- Eprivateclient: Labour victory met with trepidation by UK wealth sector Sep 2024
Memberships
- Chartered Institute of Taxation (CIOT)
- Association of Taxation Technicians (Fellow)
- Institute of Chartered Accountants in England & Wales (Affiliate)