Experienced in advising clients on tax-efficient investment strategies, including EIS and SEIS schemes. Successfully liaised with HMRC to resolve disputes and ensure compliance. Developed tax plans for high-net-worth individuals, saving an average of £50,000 annually through optimisation.
Advised clients on tax-efficient strategies, liaised with HMRC to resolve disputes, and developed tax plans saving high-net-worth individuals an average of £50,000 annually.