Roseanna is a Senior Manager in the London UK Private Client Team, having joined the firm in 2017.
She works with a broad range of UK clients, from large multigenerational families to high‑net‑worth individuals.
Roseanna advises on succession planning, supports families through the administration of estates, and also has experience helping small, owner‑managed businesses. Her approach is personable and practical, ensuring clients feel supported at every stage of their planning journey.
Roseanna is ACA and CTA qualified, enabling her to provide joined‑up, holistic advice across clients’ financial and tax affairs.
Key experience
- Supporting Family Offices with bespoke and ad hoc queries,
- Preparing statutory accounts for UK companies, with a focus on businesses owned by high‑net‑worth individuals,
- Providing clear, tailored tax advice to individuals and their related entities, including family trusts, partnerships and companies,
- Reviewing inheritance tax positions and offers succession planning guidance to help families plan confidently for the future.
Interests
Roseanna lives in London and in her spare time enjoys sailing, waterskiing and snow skiing.