I advise high net worth individuals and their businesses on all aspects of the tax system. The aim is always with a view to protecting wealth for them and their families during their working lives, into retirement and beyond.
I am often called upon to prepare expert witness reports most typically on separation and divorce and work in tandem with legal professionals to support their clients at this difficult time.
I am also passionate about equality, diversity and inclusion and lead Crowe UK's LEAP network supporting our female pipeline and promoting an environment where everyone regardless of gender or background can reach their full potential.
What I Do
- Income tax
- Capital Gains Tax
- Inheritance Tax
- Non-resident issues
- Trusts
- Employment taxes
My Clients
- Family businesses
- Entrepreneurs
- Property investors and developers
- High net worth individuals and their families
- Trustees of UK and offshore trusts
- Non-UK resident and non-UK domiciled individuals
- Professional Practices
Focussing on a natural extension to the importance of business structure and succession planning can be a family investment company.
With IHT rules changing, families should review their exposure, succession plans and wealth structures now to protect assets for future generations.
Guiding you through the steps to consider when starting your business to secure its success.
Focussing on a natural extension to the importance of business structure and succession planning can be a family investment company.
With IHT rules changing, families should review their exposure, succession plans and wealth structures now to protect assets for future generations.
Guiding you through the steps to consider when starting your business to secure its success.
Memberships
- CIOT (Chartered Institute of Taxation)
- Advisory Board member, Girls Out Loud
- Chair for Forever Manchester
Hub
Family Investment Companies
Discover how a Family Investment Company can help preserve wealth, support succession planning and create tax-efficient opportunities for future generations.