Sally joined David Allen in December 2016. With more than 13 years’ experience in personal tax she has completed her Association of Accounting Technicians qualification for which she is now a fellow member, her Association of Taxation Technicians qualification and she is now studying towards her Chartered Tax Adviser qualification.
As a Tax Senior Sally will look after the tax and business affairs of a wide range of clients helping them to maximise tax planning opportunities. Sally will also be working closely with Lucy Metcalf completing Inheritance Tax file reviews to minimise personal tax liabilities where possible for our clients.
Sally lives in Thornhill, Egremont with her partner, two dogs and their rabbit. She spends her spare time seeing friends, going on holiday around the world and walking her dogs on the beach or on the fells.