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I am currently in practice offering both compliance services and technical advice to clients and other professional firms.
I am currently in practice offering both compliance services and technical advice to clients and other professional firms. I am a Chartered Tax Adviser with more than 30 years experience in dealing with the tax affairs of individuals, families and partners. I also hold the STEP Advanced Certificate in UK Tax for International Clients. I provide practical and value for money advice based on knowledge and experience.
I started my career with HMRC and subsequently worked in both small and medium sized firms before being appointed as a manager in the private client department of a Big 4 firm based in Cambridge and London. I specialised in dealing with the tax affairs of personal tax clients families and partners in law firms. My areas of expertise include the following:
- Family tax issues
- Self assessment
- Residence and domicile issues
- Rental income and expenses
- Capital gains tax
- Inheritance tax
I aim to provide professional and practical advice to clients and their advisers. I can provide initial advice over the phone or by email and will follow this up with written confirmation by email or letter as appropriate. I either work on a fixed fee or on an hourly basis, if preferred. I am also happy to attend meetings if requested.