I take great pride in helping my clients to achieve their personal aims, providing advice to guide them through key life events.
I am a Chartered Tax Adviser and joined Blick Rothenberg in January 2014.
I advise high net worth individuals on a range of personal tax matters and assist non-domiciled individuals in structuring their investments tax-efficiently to preserve wealth for future generations.
I also provide expertise in relation to offshore trusts and act for non-UK domiciled individuals, assisting with the associated tax issues that arise.
Working with my entrepreneurial clients, I am particularly experienced in advising on property tax matters and help clients to put in place efficient ownership structures.
I take great pride in helping my clients to achieve their personal aims, providing advice to guide them through key life events such as a business disposal or relocation, and helping them to achieve wealth generation (and realisation).
Throughout my time in professional practice, I have helped many families transition wealth to younger generations and have helped to structure a variety of different types of investments in a tax-efficient manner.
I am a regular contributor to the specialist trade and national press on personal tax issues and can also be found speaking at internal and external events and seminars on this topic.
- Advising high net worth individuals on issues including Inheritance Tax (IHT)
- Succession planning
- Wealth generation and realisation
- Business sales
- Property tax
- Business ownership structures
Qualifications and positions of note
ATT, Chartered Tax Advisor (CIOT)
I am based at