Webinar: Planning for Private Clients

I was appointed as CEO of Blick Rothenberg in August 2020, having joined the firm in 2012.

My background is in personal tax and I have had over 15 years’ continuous experience in practice. I specialise in the interaction of personal and corporate tax matters, advising predominantly entrepreneurs from across a variety of industry sectors on all aspects of their personal and corporate tax affairs. This includes their company’s business life cycle – from start-up and growth through to business exit.

I am regularly approached to comment on tax matters in the media including the broadsheets and personal finance publications, and have made appearances on radio and television. I can also be found speaking regularly at a host of events on tax issues.

My career highlights include my appointment as CEO of Blick Rothenberg, as well as being recognised for several leading industry awards including eprivateclient’s ‘50 Most Influential Private Client Professionals’ and Spear’s ‘Top Recommended Tax Accountants’.

I have a keen interest in the UK’s tax policy and regularly input into Government consultations including stakeholder meetings with HM Revenue & Customs and HM Treasury. I am passionate about both improving the UK’s tax system through simplification and reducing barriers and compliance requirements to promote entrepreneurship in the UK.

I am proud to have been given the support and the confidence to develop my career here at Blick Rothenberg, enhancing both the profile of the firm and myself personally. In my role as CEO, I hope that I can give our people the same opportunities and support that have been afforded to me, and my own measure of success will be to see people develop their careers beyond mine.

I’m a Chartered Tax Adviser and joined Blick Rothenberg in April 2019 as a Partner in the Corporate Tax team.

I help individuals and businesses to deal with their tax-related issues and work with a variety of clients – from owner managed businesses and entrepreneurs, to businesses operating in the gaming sector, where I have developed specific expertise.

I help clients with a host of issues including advising management teams on private equity transactions, structuring company share ownership, designing employee equity incentive plans, structuring asset or company share acquisitions, management buy-outs, company exits, corporate reorganisations and family investment structures.

Prior to joining Blick Rothenberg I spent ten years with PwC, primarily working on company mergers and acquisitions including private equity deals, followed by two years at BDO and three years at RSM in broader tax advisory roles for both private and corporate clients.

I enjoy working at Blick Rothenberg and, in particular, the collaborative culture and approach we have when dealing with our people and our clients.