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What I enjoy about my job
I am privileged to have held the role of trusted adviser to my clients and their families for over two decades. I enjoy the depth of relationships I have built up over this period and I find it particularly satisfying to know that I have helped them to make their businesses flourish.
How I ‘make it happen’ for my clients
My main area of practice is advising on family and corporate governance, family office and wealth management issues including asset protection and wealth preservation. I advise on the taxation of non-UK domiciliaries, both resident in, or coming to, the UK, as well as UK resident individuals looking to move abroad. I am also on the Board of a number of client companies.
A bit about my background
I qualified as a Chartered Accountant in 1985. Before joining the Dixcart Group in 1992, I spent six years in general practice, latterly with Kidsons Impey which subsequently became part of Baker Tilly.
What I wish I’d known at the start of my career
The most important thing is to have the right structure in place to make a business work. If you are not in the right place at the right time with the right team, there will be no profits to worry about taxing.
You might not know this about me but…
I have always liked the hospitality industry. My first job was as a waiter. I was recently told that I was a fool to leave as I could have been head waiter by now! Instead, I went down the finance route and am now a Director for a dozen hospitality related companies.