Experience

Brown Butler Chartered Accountants

• United Kingdom
• Accounting
• 1 - 100 Employee

• Director of Private Client Services

  • Jan 2014 - Present

  Joined the Brown Butler team, focussing on IHT and trust related work. Joined the Brown Butler team, focussing on IHT and trust related work.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Personal Tax Manager

  • Sep 1999 - Jul 2013

  Audit – September 1999 to April 2002Personal Tax (Deloitte PCS Limited) – April 2002 to July 2013Part time February 2008 onwardsPromoted to Senior Manager on 1 January 2006Promoted to Manager on 1 January 2004Seconded to Tax Policy Group (Deloitte London) from 1 March to 11 June 2004Skills: Personal TaxIHT Estate planning Tax Policy GroupPrivate Client Strategies Group (PCSG) Personal tax compliance and bespoke advisoryResidence and domicile tax issuesOptimisation of long term position for business and personal holdingsClients' relationships with HMRCBusiness DevelopmentTeamwork and mentoringPractice managementProfessional Qualifications:FCA from ICAEW, September 2002. First time pass in all subjects. 10th in the order of merit in West Yorkshire at TC2 level.CTA from CIOT, 2003. First time pass in all subjects with Distinction.Institute Medal for first place nationally.