What do you do?

I work with entrepreneurial, often owner managed businesses to help them navigate the tax system and make the most of tax planning opportunities available to them.

Why do you do it?

At all stages in a business’s life, tax planning will be important.  Tax plays a part in day to day operations, future growth and incentivising employees and investors.  Tax is also important to get right when it comes to planning for future retirement, sale or succession of the business. I enjoy getting to know our clients and understanding their future aspirations so I can offer well thought out advice.

What kind of projects have you been involved in?

All sorts!  I have been working in tax for 20+ years and I am still learning! It’s a dynamic world and all clients and situations are different.  Whether it’s a share incentive scheme for employees, a management buy-out, a company reorganisation, a business sale or something more straightforward, its important to consider all taxes and the commercial implications of a decision too.

What’s on top of your bucket list?

Wow… Now my children are getting older, and more self-sufficient, I’m getting a little more time. I have dreams of picking up musical instruments again, painting, and travelling with my husband. In terms of travelling; Vietnam, Thailand, and Canada are all creeping up the list!