Qualified as CA in 1987 and worked mainly in the OMB sector specialising in accounting, tax and succession planning advice.
Specialisms include the Farming and Estates sector, HNWI, Family Investment Companies and estate planning around capital taxes.
Main clients are sole traders, partnerships, trusts, family trading companies/groups and Family Investment Companies.
Interested in providing sound understandable planning advice to individuals and their families to minimise tax liabilities where possible using existing available tax reliefs.
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