
I'm a Partner in Tax with over 25 years' experience, leading the Private Client Services team for the South East. I oversee the delivery of UK tax advisory and compliance services to high net worth individuals, their families, trust and company structures in the UK and overseas.
I advise on all aspects of UK income, capital gains and inheritance tax planning, including succession and UK property. Many of my clients have an international dimension to their affairs. This often includes residence and domicile factors, the remittance basis for non-doms, investor visas, business investment relief, trust planning, family investment companies, EIS and SEIS investment, and buying or selling UK property as a non-UK resident.
I began my career at two of the largest accountancy firms before spending six years overseas with leading global banks. I work jointly with banks, investment managers, lawyers, trust companies and our international network. I'm ACCA qualified and hold the STEP Diploma in International Trust Management.
Ask me about high net worth tax, non-dom taxation, inheritance tax, trust planning, EIS and SEIS, property tax and international private clients.