I am a Partner in BDO’s Tax practice with over 25 years’ experience and lead the Private Client Services team for BDO South East. I oversee the delivery of UK tax advisory and tax return compliance services to high net worth individuals, including their families, trust and company structures in the UK and overseas. I am passionate about building long term relationships with clients and using my wide network of professional connections to deliver exceptional service.
I advise clients on all aspects of UK income, capital gains, inheritance tax planning, including succession and UK property. Many of my high net worth clients have an international aspect to their or their family's lives. This often includes residence and domicile factors, coming to and leaving the UK, the remittance basis for non-doms, investor visas, business investment relief, trust planning (UK and overseas), family/personal investment companies, EIS/SEIS investment, and buying/selling UK property as a non-UK resident. It also extends to preparation of complex UK tax returns and HMRC tax enquiries.
I began my career with the two of the largest accountancy firms in the UK before spending 6 years overseas with leading global banks. I work jointly with banks, investment managers, lawyers, trust companies and our BDO international network providing tax solutions to clients.
I am ACCA qualified and hold the STEP Diploma in International Trust Management. I am a member of a Special Interest Group on overseas tax planning for STEP.
I enjoy sports and keeping fit in different ways, including joining virtual rides on my Peloton bike.