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.
What I Do
- Tax compliance
- Structuring your assets
- Inheritance tax relief
- Inheritance planning and wills
- Succession planning
- Personal taxation for those working or living abroad
My Clients
- Partnerships and LLPs
- High-net worth individuals
- Company directors
- Entrepreneurial businesses
- Estates and Trusts
- Family office businesses