About me
While I advise on all aspects of private client tax, my specialist areas include Inheritance Tax planning and Trusts, as well as UK tax advice for internationally mobile individuals and offshore trustees.
I’m a Tax Director at Wilson Partners with over 15 years of experience advising individuals, families, trustees, and business owners on a wide range of private client tax matters.
I’m a Chartered Accountant (ACA), Chartered Tax Adviser (CTA), and Trust & Estates Practitioner (TEP). During my professional qualifications, I was fortunate to receive a number of awards, including the national CTA prize for best overall performance in the advisory papers (Taxation of Individuals and Inheritance Tax, Trusts & Estates) – a highlight of my career to date.
While I advise on all aspects of private client tax, my specialist areas include Inheritance Tax planning and Trusts, as well as UK tax advice for internationally mobile individuals and offshore trustees.
My focus is on providing advice that is not only technically sound, but also practical, commercially sensible, and tailored to each client’s individual circumstances.
Outside of work, I enjoy spending time with my husband and children, usually at the park, in the garden, or off on other family adventures. I also love to travel whenever I get the chance.
