What is your role within RG?
I am a director in our Business Tax service line. We are primarily an advisory service line but I also look after the tax affairs of a number of high net worth clients of the firm including private business owners, and landed estates clients.
Tell me about your career to date…
After graduating from University, I spent the first 13 years of my career working in Big 4 accountancy firms, dealing with tax compliance and advisory projects for high net worth individuals. I moved to a national mid tier firm about two years ago and most recently joined RG in November 2020. During my career, I have developed a particular interest in the taxation of landed estates and trusts (both onshore and offshore) and succession planning for private business owners.
What does your current role involve?
It is a very varied role, and I deal with a much broader range of projects than I did during my time in the Big 4, which was more private client focused. I advise on a breadth of tax matters including buying and selling businesses, employee incentivisation, family succession and IHT planning. I still do a lot of work for landed estates, and work alongside our other service lines in delivering proactive tax advice to some of our larger landed estates clients.
It has been a very positive experience so far working in an independent firm as it allows you to work much more closely with clients to get a deeper understanding of their personal and business affairs, rather than just providing specialist tax advice.
What makes RG different?
Other than the enviable client base, I think the big difference for me is the strength of the tax team at RG. We have a large team, many of whom have previous experience working in Big 4 firms, and we have a broad range of knowledge and specialisms. Despite joining during a national pandemic, I have been made to feel very welcome and supported by the team, and we all help each other out with tax technical queries.
My 3 most notable achievements to date would be….
- Obtaining my Chartered Tax Advisor qualification. They are really tough exams and I was certainly proud (and relieved) to achieve a first time pass on all the exams.
- My career progression to date. In particular, I worked towards my last three senior promotions whilst juggling the demands of having a young family.
- I am very proud of my two boys who keep me very busy when I am not working. I have always found going to work is easy compared to running after the boys all day!
Tell us about your day so far….
Normally, the most demanding part of the day is getting the boys out of bed, fed and off to school. There has been a fair amount of disruption to schools during the pandemic which has been very difficult to manage to say the least.
On a normal day, I usually get to work just after 8am and check my emails before having a catch up with our head of department, Simon Whiteside, on the various projects we are working on. We are a very busy department, and can be working on several different workstreams, such as providing transaction support to our Corporate Finance Team, dealing with internal referrals from our other service lines and and working on a range of other tax advisory projects.
Attend an annual accounts meeting (over Microsoft Teams) with Helen Pennock, a Partner in our Accounts and Outsourced Services team and one of our larger landed estates clients. The client is undertaking a number of projects at the moment where we have been providing tax advice so there is a lot of discussion about how the projects are progressing.
Attending a conference call with one of our private business clients to discuss implementing a share scheme to incentivise key employees and drafting up our advice to share with the client.
Dealing with final email queries, and making my ‘to do’ list for tomorrow before heading to pick the kids up from school.
What do you enjoy outside of work?
I tend to spend my time outside of work running around after the kids. They are both football mad, and my oldest plays for the local team so that takes up a fair bit of time when not disrupted by the pandemic.
When I have some time to myself I enjoy keeping fit and going to the gym, as well as catching up with family and friends.
And finally, leave us with one interesting fact about yourself…
In my school and college years I was a keen netball player. Our school team was pretty successful and we had our photograph taken for the Northern Echo after winning both the school league and local tournament. Sadly, I’ve not had time over the last few years to play, but may return to it when the kids are a bit older!