Jan is a ‘Private Client Tax’ expert, applying her many years of tax experience at a personal level. Her focus in on private individuals, their families and trusts.
Jan also applies her expert skills to the challenges faced by the self-employed, partnerships and smaller companies. Many of the issues she assists with and advises on arise out of of the unique entrepreneurial circumstances our clients create.
Core Skills:
Her core skills centre on: tax planning, capital gains tax and inheritance tax matters. Together these skills allow Jan to advise on a broad range of tax issues. She’s also developed an expertise in assisting non-domiciled individuals with their tax affairs.
Style:
Tax can be a tough subject to understand. It’s also very hard to explain to clients sometimes. Jan overcomes this problem through her own inimitable style, in her own words:
“I draw a lot of diagrams in my client meetings. I find this helps to explain how quite difficult technical aspects of the legislation applies to a real life situation.”
Experience:
Her experience in taxation began in 1974 when she joined the Inland Revenue. She then went on to work as a manager and Partner at city firm, Winters (later Target), where she specialised in taxation.
Jan’s Heroine Qualities:
Fun Side:
Jan’s an avid international rugby fan; a valuable asset when tackling issues HMRC throws at her clients. She loves Formula 1 Racing and when not following those major sporting events you can find her pottering in her garden or at the theatre.