What can I do for you?
I specialise in providing advice to clients on their personal tax and estate planning issues, including income tax, capital gains tax and inheritance tax. I also advise on wills, trusts, lasting powers of attorney, probate and asset protection matters.
My background is unusual as I have 24 years' mixed personal and corporate tax experience in both accountancy and legal practices. I find this background particularly helpful when advising entrepreneurs and owner managed businesses as their main asset is their business and understanding the tax issues that affect their business is essential when giving personal advice. I have particular experience in advising clients on the succession of their business, whether that is passing it on to the next generation, planning for a sale, managing a gradual transition through share options or a management buy out.
Supporting my clients’ aims and objectives
I particularly enjoy getting to know my clients and their families and providing advice that is practical for them while offering tax savings and helping to preserve wealth for future generations. The fact that every client is different, with different aims, ambitions and family situations means helping to find the right solution for them makes my work both interesting and very rewarding. It also means the right solution can range from a straightforward will or trust to more creative structures such as a bespoke family investment company which I recently established for a client that was designed to mirror a trust whilst offering significant tax savings and protection for capital funds. I also always really enjoy acting for elderly clients where taking time to explain the options available to manage, protect and pass on their wealth can help to give them the extra peace of mind they need.
What do others say?
Legal 500 describes me as "proactive and forward thinking" and has said “she provides good communication skills and solutions in areas of changing complexity”.
What else should you know?
I am the head of our new private tax and trust team in Manchester, which offers a full range of private client services many of which are provided on a fixed fee basis. In only our first year, we were recognised in Legal 500 and along with our family team colleagues were short listed for Private Client Team of the Year by the Manchester Law Society. I am also a Chartered Tax Adviser and a member of our internal entrepreneurs group that is focused on providing co-ordinated personal and corporate tax advice to business clients.