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I first joined David Allen in 2004 as a Tax Assistant, having already gained early experience in accountancy as an Office Junior. While studying for my AAT qualification, I quickly developed my knowledge and progressed through my ATT exams before going on to qualify as a Chartered Tax Adviser in January 2011.
In 2014, I made the move to Manchester, joining a mid-tier firm where I worked with a wide range of clients, including high-net-worth individuals, international clients, business founders, entrepreneurs, multi-generational family businesses, and landed and rural estates. This experience allowed me to further strengthen my technical expertise and develop a deeper understanding of complex and often sensitive tax matters.
I returned to David Allen in 2018, bringing with me enhanced knowledge, wider experience and a proactive approach to client advice. Shortly after rejoining the firm, I was promoted to Tax Manager and now work as a Tax Consultant, supporting clients with complex tax planning needs.
What I enjoy most about my role is building strong relationships with clients working with them to understand their personal, family and business circumstances, before providing tailored advice that helps them make informed decisions. This can include support with Inheritance Tax planning, Capital Gains Tax, trusts, succession planning, estate planning and wider personal tax advice.
At David Allen, our strength comes from the depth of knowledge across our tax team and the way we work together. I regularly work alongside other tax specialists financial advisers and our accountants across the firm to provide joined up, proactive advice that considers the full picture, not just one area in isolation. This is especially important for clients with complex affairs, family businesses, rural estates or long-term planning needs.
What I enjoy most about my role is combining technical tax knowledge with a personal approach. Tax can often feel complex, sensitive or overwhelming, so I take pride in explaining things clearly, identifying opportunities early and helping clients feel confident that their affairs are being managed properly.