Sue Jeffrey

I joined David Allen in 2017 to further my career. I saw a great opportunity to join and my career has blossomed ever since! The ethos of the firm was exactly what I was looking for as client service is paramount in everything that is done by all members of the team and this is important to me.

After graduating from Newcastle University with a degree in Accountancy and Finance, I pursued a career in tax. I have twenty years’ experience in advising high net worth individuals on their tax affairs. I am Chartered Tax Advisor (CTA) and Society of Trust and Estate Practitioners (STEP) qualified and pride myself on being able to communicate my technical knowledge effectively so you will always understand what you are being advised to do and why.

I predominantly advise clients in all areas of personal tax planning and have a wealth of experience in advising on Capital taxes, particularly in areas such as succession, Inheritance Tax planning, Capital Gains Tax planning and property taxes.

I love that my job is never the same, all my clients have different needs and personal circumstances and I enjoy getting to know the client, their family and the issues they face and working together to find an appropriate solution.

My clients say I am helpful, knowledgeable and trustworthy.