UK
Ireland
Personal tax planning and compliance with High-Net-Worth Individuals particularly private equity executives & their families.
Experience
Nicola has over 25 years’ experience advising private clients. Her focus is on supporting successful individuals and their families with tax advice and compliance services. Her clients are primarily individuals who have generated their wealth through private equity, entrepreneurship, or land sales. She advises on all areas of personal taxation including income tax, capital gains tax, and inheritance tax.
Nicola is trusted by clients to provide them with sound practical advice tailored to their personal circumstances, taking into account the tax implications.
She takes time to understand the way her clients operate and their approach to life so she can anticipate and understand their individual needs; to ensure advice is appropriate as well as being technically correct.
Nicola enables her clients to get on with their everyday lives in the knowledge that their affairs and reporting requirements are taken care of and helps guide them through the often-difficult decisions that need to be made in life.
Notable achievements
Advising clients on succession planning including the establishment of family investment companies and trusts, acting as a sounding board and providing advice to ensure their arrangements are practicable and tax efficient.
Advising on UK tax residency and tax domicile for individuals who may be arriving or planning to leave the UK.
Advising a family on a land sale transaction which included the incorporation of its business and the winding up of an inadvertently created family trust.
Professional qualifications/memberships
Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and Member of the Chartered Institute of Taxation (CIOT)
