I specialise in advising individuals and trusts to ensure their objectives are met and any planning is also tax efficient.
I feel it is important to put planning in place that will protect family wealth for a number of generations.
Experience counts
After university in Leeds, I began my tax career working for HM Revenue and Customs but then joined a local firm where I went on to qualify as a Chartered Tax Advisor and then as a member of the Society of Trust and Estate Practitioners.
I advise and support clients to ensure their wealth is protected and their affairs are structured tax efficiently. It is vital that any planning put in place works for the individuals and their families.
Deeper knowledge
I have a wide range of experience including:
- Advising on passing wealth to younger generations in a tax efficient manner
- Inheritance Tax planning
- Trust planning
- Will planning
- Company reconstructions
- Family Investment Companies
- Tax compliance and reporting
- Year-end tax planning
Personally speaking
Outside of work, I enjoy spending time with my wife and dog. I also enjoy cooking, watching TV and trying to get fit.
