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What do you do?

I advise individuals on their personal and business affairs to help them meet their objectives in the most tax efficient manner whilst managing their tax risk.

My experience is that a substantial part of my role doesn’t just relate to tax because my clients use me as a sounding board and an impartial observer who can comment on how their plans may impact on their family and business relationships, as well as the tax implications.

Why do you do it?

Having started my working life as a radar systems engineer it is fair to say I have always liked a technical challenge.

However, what I really love about my job is that once you introduce people, and their family and business relationships, the number of variables becomes infinite and so no two projects are the same.  In addition, dealing directly with those impacted by my advice means that I get to experience first hand the positive impact our team can have on their lives.

What kind of projects have you been involved in?

The projects I get involved in are varied, but some key categories include advising clients on selling their business, how to structure or restructure their business and how to arrange their personal finances in a tax efficient manner particularly in relation to Capital Gains Tax and Inheritance Tax.

The type of clients I advise range from individuals, entrepreneurs including partners, trustees, land owners and farmers.

What’s on top of your bucket list?

I don’t really have a bucket list because I think there is a danger I would focus on the target rather than how I got there.

Instead I try to get the most out of the experiences I encounter and give it my all.  I take the view that I made a rationale choice at the time of making a decision to do something and therefore try to avoid regret by appreciating what I have achieved rather than what I have not.

markba@cooperparry.com

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