I work within the Private Client and Professional Practices units in Cheltenham. I joined the firm in 2007 and have been a Partner since 2010.
I have considerable experience in assisting entrepreneurial businesses, professional firms and high-net worth individuals.
I have extensive experience of all aspects of personal taxation, particularly capital taxes, advising on the tax aspect of wills, and maximising reliefs against Inheritance Tax. I enjoy providing 360 degree tax and advisory advice, tailored to the individual needs and circumstances of my diverse clients.
Sue Daye is very good, particularly for the LLP issues for private clients, that's a specialism for her.
Chambers High Net Worth 2018
What I Do
- Tax compliance
- Structuring your assets
- Inheritance tax relief
- Inheritance planning and wills
- Succession planning
- Personal taxation for those working or living aborad
My Clients
- Partnerships and LLPs
- High-net worth individuals
- Company directors
- Entrepreneurial businesses
- Estates and Trusts
- Family office businesses