I support the tax managers and Partners, as well as assisting a number of clients within my diverse portfolio with their personal tax affairs, planning and enquiries.
I have experience helping non-domiciled clients, supporting trust compliance and advising on various reliefs, including EIS and SEIS.
I completed the ATT qualification in October 2019, and I am currently on the path to becoming a Chartered Tax Adviser (CTA).
APPROACH TO WORK
Proving tailored advice and assistance with tax compliance issues while having a personal approach to each client is my golden rule.
My specialisms and expertise:
- Non-domiciled tax matters
- Tax-efficient investments
- Personal tax planning