0845 003 8780
01635 574 160
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Chartered Tax Adviser and Trust & Estate Practitioner who helps individuals and owner-managers in achieving their goals and objectives.
Throughout my career I have worked very closely, largely in general practice, with accountants, owner-managers, and individuals.
By working in general practice, in a world that is becoming increasingly fast-paced and UK tax legislation more complicated, I have understood that time is the most precious commodity for clients.
Therefore, my number one goal has always been to help my clients achieve their goals and objectives through a solution that is tax-effective, practical, and tailored to their circumstances.
Recent examples include:
- Advising a UK resident and domiciled individual, on leaving the UK and qualifying as non-resident under the UK Statutory Residence Test (SRT), including guidance on mitigating their UK tax liability on the sale of their UK business and domicile matters for UK Inheritance Tax (IHT) purposes
- Advising an owner-manager on using and implementing a Family Investment Company (FIC) for their limited company in order to extract the surplus cash in the company and to provide for better wealth protection
- Assisting a family, including their solicitor, on drafting a trust deed for a discretionary trust that protects the family assets from non-blood relations and allows for revocable life interests to be created for the beneficiaries
Available for one-off advice, ad-hoc enquiries, preparing bespoke reports, and tax-focused retainer relationships.
I charge for advice on a time-incurred basis, with my hourly rate being £100.
I have advised owner-managers and private clients on a broad range of areas that include residency & domicile, IHT planning, group restructuring, FICs, UK trusts, UK property transactions, and selling/winding up a business.
I am a Chartered Tax Adviser (CTA), Trust & Estate Practitioner (TEP), and Fellow of the Association of Taxation Technicians (ATT).