Karen has been with the company for 5 years and has over 20 years of private client tax experience. Karen progressed from the Big 4 and prior to joining worked at two independent firms widening her experience within the OMB/SME market, advising high net worth individuals including many non UK domiciled clients.
Karen brings with her a wealth of personal and trust tax compliance and advisory experience, having dealt with a range of clients including non-resident and non-UK domiciled individuals. Karen has gained valuable experience within the tax investigations/enquiries arena from a private client and business perspective.
In her role in the tax department, Karen works closely with the Tax Partners, advising on all aspects of private client tax advisory matters.
Using her extensive experience and technical knowledge, particularly in the area of trusts and inheritance tax, Karen enjoys working with a varied client base with different needs and wants, helping them to achieve their personal wealth objectives as they move forward into the future.