I joined the firm as a PA in 2008 and now work as a Tax and Trust Assistant in our Private Wealth team. I help to provide a bespoke tax compliance service to our broad portfolio of clients.
I am often the first point of contact and pride myself on offering an excellent, quality individual service to our landlords, high net worth individuals, sole traders, trustees, beneficiaries, and taxpayers with residency issues and/or foreign income.
I am responsible for dealing with the team’s day to day administration, skilled in the collation of tax and trust specific documentation, confident and extremely abled in ensuring tax critical obligations and deadlines are met, experienced with liaising with HM Revenue & Customs and other third parties as required.
I am a resourceful, enthusiastic, highly professional, integral part of the team with longstanding knowledge and relationships with our clients and colleagues alike.
