Michelle is a Senior Manager in the personal tax team in Peterborough.
Michelle has more than twenty years’ experience advising high-net-worth individuals, landed estates and trustees on a wide range of UK tax matters. She provides both compliance and advisory support, helping clients manage their tax affairs efficiently.
Michelle works closely with individuals, families and trustees, offering pragmatic advice on income tax, capital gains tax and inheritance tax, as well as succession planning. She has particular experience in advising on the taxation of landed estates and the associated challenges of multi-generational wealth.
She leads the Peterborough personal tax team, overseeing service delivery across a diverse portfolio and supporting the development of team members through coaching and mentoring.
Key experience
- Advising high-net-worth individuals on personal tax planning, including income tax and capital gains tax mitigation strategies,
- Supporting landed estates on their tax affairs, including succession planning and the interaction between income, capital and inheritance taxes,
- Providing advisory and compliance services to trustees, including reporting obligations and beneficiary planning,
- Working collaboratively with other advisers to deliver holistic advice across tax, legal and financial matters,
- Leading and developing a regional personal tax team, focusing on quality of client service and continuous improvement.
Interests
Michelle can often be found either on poolside or the football sidelines at weekends while supporting her teenage daughters. She is a keen traveller and likes to keep active when away from the office.