I am a Private Client Tax Manager based in our Nottingham office.
What can I do for your organisation?
I am here to help you navigate the complex field of Private Client Tax advice, whether it be advice surrounding capital gains tax, a review of your income or planning for the future by looking at your Inheritance Tax position. I will work with you to find a tailored solution based on your goals for you and your family.
2021 marks my tenth year working in Personal Tax. I began my career working in a compliance role, preparing tax returns. Over the years I have undertaken more and more advisory work on behalf of my clients including succession planning, remuneration planning and advice surrounding Trusts.
I am a member of the Association of Tax Technicians, a fully qualified Chartered Tax Adviser and am currently undertaking my qualification to join the Society of Trusts and Estates Practitioners
Private Client Tax Advice covers such a broad range of taxes and my experience includes situations such as:
- Reviewing annual income in order to assess wealth accumulation subject to Inheritance Tax and the manner in which Income Tax may be mitigated
- Limiting exposure to Inheritance Tax by ensuring that all available reliefs and tools are utilised during one’s lifetime
- Planning prior to capital transactions in order to advise around the potential impact of Capital Gains Tax
- Trust planning, including extraction of wealth from a Trust
I have two young daughters who keep life at home very busy! My husband and I are also renovating our cottage so if I do get half an hour to myself, I enjoy taking my German Pointer, Dotty, for runs in the gorgeous countryside near our house. However, her running pace is a lot quicker than mine so it’s not great for my self-esteem!