Home  →  Team   →   STACEY TATE

    What do you do?

    I’m a tax advisor and I help look after the personal tax affairs of clients. I hopefully take the stress and pain of meeting HMRC’s reporting requirements away from our clients and advise on ways to make their affairs as tax efficient as possible.

    Why do you do it?

    I chose to work in tax because it impacts on all areas of business and everyone’s lives. It’s a cliché, but I wanted to do something where I can make a difference. I also think I’m good at remembering facts and deciphering technical garble, which is definitely needed in tax.

    What kind of projects have you been involved in?

    Working in the private client tax team, I have the opportunity to get involved with all sorts of projects beyond the completion of self-assessment tax returns. From remuneration planning for those clients who also have a business in our care, to Inheritance tax work and estate planning and reporting. My role doesn’t focus on one aspect, but really looks at the ‘whole picture’, working to influence each area bit by bit to bring about big changes.

    What’s on top of your bucket list?

    Being less of a thrill seeker and more of a relaxation seeker these days, top of my bucket list is a trip to Italy, specifically the lake region. I’ve always wanted to go and I think because it isn’t perhaps a big bucket list experience or adventure, it’s time to make it happen!