I joined the Tax and Wealth Planning department at Ellacotts LLP in June 2023 as a manager. I provide advisory services on taxation matters for companies and individuals which include restructuring, exit planning and personal tax to ensure affairs are structured in a tax-efficient manner.
As a Tax Partner and Head of Tax at Ellacotts, I am responsible for providing tailored advice across a broad range of clients and industries. I do this with the support of an experienced team of qualified tax professionals.
After completing my master’s in accounting and finance from the University of Exeter, I recently joined Ellacotts as a trainee accountant/auditor. This position allows me to apply my knowledge to real-life accounting scenarios while serving clients to the best of my abilities.
I joined Ellacotts in May 2023 as a trainee accountant in Corporate Services after my Postgraduation in Molecular Genetics and Diagnostics from the University of Nottingham.
I have specialised in forensic services since qualifying as a Chartered Accountant in 1999. I have a First Class Maths degree and was a university prize-winner.
I joined Ellacotts in April 2023 sitting in the Outsourcing team within the Corporate Services department. Ellacotts is a very welcoming company and a great place to work.
I enjoy working with my clients to understand and achieve their specific goals. I hope to make working with Ellacotts a rewarding experience and try to partner with my clients to help enable their success. I work with a range of businesses including sole traders, partnerships, companies, and trusts.
I work with a variety of our client businesses here including sole traders, partnerships, trusts, and limited companies. I enjoy working alongside our client to tailor solutions to achieve their goals. I have a passion for tax, and tailoring tax solutions for our client’s needs as and when they arise to enable their success.
I have worked in the financial services industry now for over 30 years, providing advice on all aspects of financial planning including, personal and business protection, pension and retirement income planning, investments, inheritance tax planning and long-term care funding, with a particular focus on tax mitigation and capital protection.
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We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2023 survey. We are longstanding and active UK200Group members, and affiliate members of AGN, an international association of accountants. We have One Star Best Companies status, reflecting our commitment to being a great workplace. As a Xero Platinum Partner, we are dedicated to supporting our clients in online accounting.
Countrywide House
23 West Bar Street
Banbury
Oxfordshire
OX16 9SA
T: +44 (0)1295 250401
