I am a Private Client Services Partner in BDO’s tax practice with over 30 years' experience of tax and wealth planning. I advise high net worth individuals on all aspects of income tax, capital gains tax and inheritance tax. I am passionate about helping clients to preserve and pass on their wealth to future generations, and ultimately to making a difference to their lives and those of their families.
I work with clients to structure their affairs for maximum tax efficiency, ensuring their tax and finances are aligned to their personal goals and aims. I specialise in advising entrepreneurs, directors and shareholders of Owner Managed Businesses on remuneration planning through to succession plans and Inheritance Tax considerations. The majority of my clients are UK based and resident, although many have overseas interests and foreign domiciles.
I have significant experience in pensions, investments, trusts and company structures. For the first twenty years of my professional services career I worked in the Tax, Trust & Estate department for the NatWest Group where I became the Tax Branch Manager attached to the Private Banking arm. This experience has stood me in good stead and I have been able to draw on my tax and investment knowledge in the planning advice I provide to clients.
My very first job was as a professional footballer. I have always been a keen and competitive enthusiast of all sports, although this is more limited to watching rather than competing these days!
I am a Chartered Tax Adviser and previously qualified as a Financial Adviser.