I provide tax and accounting services for the team at BpH Wealth and consultancy services for our clients:
I’ve been working in tax since 1989 and started my own practice in April 1998 when I also joined BpH Wealth. I deal with all types of taxation from inheritance tax planning, trusts, individuals, small businesses and property management; dealing with personal, trust, inheritance tax planning, payroll, VAT and corporation tax advice.
I most enjoy helping clients to settle their tax affairs when in times of bereavement, difficulty or stress as it can definitely help with the “moving on” process and also helping clients achieve peace of mind and clarity on their tax and accountancy affairs.
Before joining BpH Wealth, I worked at HMRC in York as a tax officer and at three medium sized firms of accountants where I studied for and passed my taxation exams in 1992/93, and worked my way up the career path, before starting my own practice and joining BpH Wealth.
Key achievements:
My tax and financial planning examinations
Running a busy and thriving office that supports BpH Wealth and our clients
Time with us:
Since 1998
Qualifications:
Chartered Tax Adviser
Association of Taxation Technicians
Dip PFS
Certs CII (MP & ER)
In my spare time:
I enjoy spending family time with my children, playing with my Labradoodle, Alfie, and socialising with friends. I also enjoy reading and eating lovely food.
