UK
Ireland
Monica has over 17 years of experience in advising individuals and families with substantial wealth on all aspects of tax, from transaction-specific advice to managing their overall tax profile, as part of meeting their personal and business objectives.
She works with a broad range of clients, from fast growth entrepreneurs to well established multi-generational family businesses, helping to make sure that every organisation’s tax strategy supports their commercial objectives. This may involve assisting with acquisitions/disposals, advising on business structuring, shareholder capital value realisation together with a range of personal tax issues for domestic and international clientele.
Experience
Prior to joining S&W, she spent 13 years at PwC and 2.5 years at Grant Thornton in London. Monica is a Chartered Tax Advisor and named Accountant of the Year at the CityWealth Awards 2023.
Professional qualifications & memberships
- ATT
- CIOT
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Surviving inheritance: Tax and governance for family businesses after BPR reforms
Inheritance tax changes are an opportunity for many family business owners to finally address succession and secure their legacy.
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Could a UK wealth tax be on the horizon as we approach the Autumn Budget 2025?
With speculation mounting in the press over the potential introduction of a wealth tax in the upcoming Autumn Budget, we consider what a wealth tax is, how it could be introduced in the UK and the legion of challenges it would raise.