I am a Partner and Head of Tax in the Private Client team.
I specialise in private client matters: trusts, tax and estates, in addition to assisting with the management of individuals’ business interests: existing clients include high profile, high-net-worth, individuals.
I work with individuals, established, and growing, businesses; sometimes private-equity backed, and full sized regulated companies.
I have advised on business acquisitions, disposals, succession planning, and partnership agreements for equity owners. I am a trusted adviser and provide support to individuals on private family matters; probate, business, tax & estate planning (specifically tax advice on capital gains, IHT and trusts).
I am a trusted, independent Board Director on UK Companies, including for subsidiaries of overseas international groups.