Sue Daye

Sue Daye

Partner, Private Clients

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 aborad

My Clients

  • Partnerships and LLPs
  • High-net worth individuals
  • Company directors
  • Entrepreneurial businesses
  • Estates and Trusts
  • Family office businesses