When a family has built up wealth, their challenges include how to manage and pass on that wealth tax effectively. Beth works with private clients, letting her curiosity drive her understanding of what they need and then diligently making that happen in the most tax efficient way possible. Beth builds relationships that allow her to get an idea of the “family’s DNA”, and provide solutions that make a difference to them. She enjoys the challenge of explaining what can be complex tax solutions, without jargon to give her clients a clear understanding of their options.
Beth in a nutshell
Enthusiastic, humorous, trustworthy, a people person.
What matters to her
The respect and trust of her clients, her family, their small holding and the great outdoors.
Qualifications and sector experience
Beth is a member of the Association of Taxation Technicians and has spent her career so far advising owner managers and private clients. She takes a particular interest in setting up trusts to control and protect family assets and in developing effective remuneration strategies.
Call: 01332 365855
Get in touch
Let’s get things moving. Talk to us today.