Email me LinkedIn Add my contact

Who am I?

A Chartered Accountant and Chartered Tax Adviser, I have advised HNW and UHNW clients on all kinds of Private Client tax matters for almost 25 years. Specialising in trusts and inheritance tax, I am also a full STEP member and a member of the worldwide STEP Journal editorial board.

When I’m at work 

Being a Private Client tax adviser means you really need to get to know your clients, and about their aims and aspirations, so I spend a lot of time talking to clients and finding out about their families and future requirements. I also love talking about tax, so you will often find me extolling the virtues of trusts or the intricacies of capital gains tax to clients and contacts, or writing about tax matters in various places.

When I’m not at work 

In addition to two teenage children who keep me on my toes, I also play rugby for Aston Old Edwardians RFC, a local club whose first XV were once captained by my father and for whom my daughter also plays. When not scrummaging, I am an avid reader, and a Kindle convert after running out of room on my bookshelves! I am also enthusiastically learning to play squash, and somewhat less enthusiastically attempting to learn how to hit a golf ball.