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Susie Mullin April 2024
Susie Mullin
Private Client
I am passionate about working alongside entrepreneurs and providing holistic tax advice particularly at the interface between personal tax and business interests

I provide tax advice to entrepreneurs and business owners on all aspects related to their business ownership and their personal tax affairs. I advise clients at all stages of the business life cycle including refinancing, private equity transactions, complete disposals and transitioning businesses to the next generation. I also advise clients more generally on their tax affairs including estate planning. My clients include family businesses, active entrepreneurs and management teams.

I am a Chartered Tax Advisor and spent 14 years at Deloitte before joining Blick Rothenberg. I have spent much of my career focused on helping individuals navigate the tax implications of transactions including pre-exit planning and family wealth succession following a realisation event. I also help my clients more generally on their day-to-day tax affairs and estate planning. The most rewarding part of my job, and what I most love, is working alongside clients as their businesses grow and then helping them navigate the pivotal transactions related to their business.

I am very aware that for founders and business owners, the relationship with their business is a very personal one and that a holistic approach is required which recognises that. I am keen to be there alongside my clients for the entire journey, adding value and support at the most critical points.

Specialist areas

Advising entrepreneurs and business owners during transactions Advising management teams during private equity transactions including pre- and post-exit planning Estate planning and family succession planning

Qualifications and positions of note

Association of Tax Technicians (ATT) Chartered Institute of Taxation (CTA)

Contact Susie