I qualified as a Chartered Tax Advisor in 2012, I work on a broad range of tax issues from income tax, inheritance tax and capital gains tax planning to succession planning, Research and Development Tax Credits and Company Purchase of Own Shares.
I am a people person; I can relate to people and their problems and it gives me enormous pleasure finding solutions for them. I can bring a fresh look and a different perspective, I am passionate about what I do and am genuinely interested in my clients, finding solutions and saving tax.
I enjoy getting to know my clients and understanding their needs. I like providing solutions to a tax problem which has been a source of concern, helping them cut through the complexities of tax and putting them at ease. Tax, Inheritance Tax, is a very emotive subject and I like to think I can make it less scary to discuss and plan for.
I joined David Allen in 2018 where I was based in the Dalston office until October 2019 when I moved to our Penrith Office. In May 2020 I was offered and accepted the role of Office Manager. I work to promote the Tax Consultancy offering in and around the Penrith and North Lakes area. Penrith is a great place and I enjoy developing the David Allen brand.
Clients say I am thoughtful, prompt, efficient and helpful.