Private Client Services
I joined BDO in 2000 and currently lead BDO’s Global Private Client Services Centre of Excellence, working with colleagues around the world to support our international client base.
I’m a member of the Chartered Institute of Taxation (CIOT) in the UK and also a member of STEP. Over the years, I’ve gained extensive experience in working with both onshore and offshore structures. My client base is varied and includes entrepreneurs, offshore fiduciaries, and both UK-based and international families.
My areas of tax expertise reflect the needs of these clients. I advise on a wide range of private client tax matters, from overseeing UK and international tax filings to providing estate planning advice and helping clients optimise their overall tax position—often in collaboration with our global BDO network.
I take a collaborative approach, working closely with my clients’ other advisers while always keeping the client’s best interests at the centre of everything I do.
I’ve been recognised by Spear’s Magazine as Private Client Accountant of the Year 2024 in the wealth management industry. While I act as the main point of contact for my clients, I’m supported by a strong team of specialists across BDO.