I am a private client Partner based in Ashbourne but operating across the Derbyshire offices of the firm. I have over 18 years experience of dealing with a broad client base from owners of family businesses to large landed estates, professional partnerships, sportsmen and independently wealthy individuals.
What can I do for you and your family?
I can offer a holistic approach to planning your financial and tax affairs putting the needs of you and your family at the forefront of everything I do.
I believe that it is vital that the interests of businesses and their owners are well looked after and very carefully balanced, particularly when it comes to tax planning and preventing wealth erosion!
I like to work closely with my clients and their families and provide joined up advice along with their other professional advisers in a clear, proactive way that caters for their individual needs.
After studying law in Nottingham I went on to qualify as a Chartered Tax Adviser with a top ten firm of accountants. Before joining Smith Cooper I was a partner at Saffery Champness within the private wealth and landed estates team.
I have been providing advice to clients on the taxation implications of key life events such as business start ups and exits, marriage, family succession and planning for retirement for nearly two decades.
Whilst I have worked across most of the taxes over the years my particular areas of expertise centre around business tax mitigation and capital taxes (inheritance tax and capital gains tax). I also have a wealth of experience in using and maintaining trusts and succession planning.
I have worked with individuals and their business interests across many sectors including leisure and tourism, property development and investment, manufacturing and minerals extraction.
I have a particular interest in rural businesses from small farms to large landed estates (including some very diverse businesses) and have a detailed understanding of the particular issues they face on a day to day basis as well as specific issues such as land sales or succession.
I have been a guest speaker on tax issues at conferences covering budget updates, inheritance tax and succession planning and rural tax issues for some years and have also contributed numerous articles for external professional publications and the farming press.
Outside the office I enjoy the activities that living in the Peak District offers the whole family as well as trying to improve my own fitness levels at the local gym! I also confess to a fascination with historical fiction (and the odd period drama) when I get a few moments to unwind.