News

Senior Tax Consultant Victoria Lawson has accepted a recent promotion as Penrith Manager at David Allen.

Having worked for David Allen for two years, working her way up from Tax Consultant to Senior Tax Consultant, Victoria jumped at the chance of a new challenge.

Victoria said: “Penrith is a great place. It is full of businesses that I can relate to and I can’t wait to represent the David Allen brand here.”

After working for a competitor accountancy firm until July 2018, Victoria admired the drive that David Allen has. After a colleague moved to David Allen, Victoria could see how her career was flourishing and she wanted to be a part of the fantastic team that was building at David Allen, so she made the move.

Having been qualified for eight years, Victoria has gained experience in a broad range of tax issues from income tax, Inheritance Tax and capital gains tax planning to succession planning, Research & Development Tax Credits and Company Purchase of Own Shares. With experience behind her and great customer service, Victoria is able to provide the excellent service David Allen is renowned for.

Victoria said: “It gives me enormous pleasure finding solutions for clients. I can bring a fresh look and a different perspective to the issues my clients face. I am passionate about what I do, and I am genuinely interested in my clients, finding solutions and saving tax.”

Victoria continued: “Getting to know clients and understanding their needs are important to me. 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, in particular Inheritance Tax, is a very emotive subject and I like to think I can make it less scary to discuss and plan for.”

The David Allen office in Penrith has been open since 2009 and colleagues based there offer a range of services including tax planning, accountancy and with the help of their newest recruit, Neil Edmondson, they now offer independent financial advice.

One client said: “All staff at your Penrith office stand out, good job! Keep doing what you are doing.”