I am a Chartered Tax Advisor, Head of Tax and in 2015, I was appointed Managing Partner of the Tarporley office.
As Managing Partner, I am responsible for the future growth and overall day-to-day operational management of the Hall Livesey Brown Tarporley office.
Expert in Personal and Corporate Tax Planning
However, my area of specialism is tax, in particular tax planning for high net worth individuals and corporate clients. I enjoy the diversity that comes from working with clients with different tax planning issues and helping them to optimise their tax position.
I provide personal tax planning advice such as inheritance tax and retirement tax planning to private clients. For corporate clients. I advise company owners on tax-efficient company reorganisations and demergers, succession planning and exit strategies. I also have significant experience in providing expert help and support to those subject to a HMRC Investigation or Enquiry.
I am proud to be part of a firm which is growing and ambitious to achieve excellent results for the practice, our staff and clients.