Sally is a tax specialist who heads up the tax team in our Leeds office. She provides tax advice to high net worth individuals and trustees covering income tax, capital gains tax and inheritance tax including will planning.
As well as private individuals with varied investment portfolios, Sally’s clients include family business owners where she is involved in shareholder advice from start up, through the life cycle of the business to exit. Advice covers areas such as tax efficient cash extraction, through to inheritance tax and succession planning, as well as advising on the tax aspects of the sale of the business.
Sally specialises in providing advice to members of management teams on the tax efficient structuring of their investment in the business, and has a number of non-resident and non-domiciled clients.
Sally also works with a number of local entrepreneurs in helping them structure their personal and business tax affairs to ensure they are tax efficient, whilst still keeping personal objectives in mind.
As part of the firm’s Private Wealth group, Sally regularly meets with colleagues who have a similar client base to share best practice, and is a regular contributor to the firm’s client publications.
Sally is also a regular presenter at the firm’s Budget presentation and has recently spoken at a series of events run by The Personal Finance Society on the topics of capital gains tax, Business Asset Disposal Relief and inheritance tax Business Property Relief.
Sally trained in a small general practice in Harrogate before moving to a Big 4 firm in Leeds to specialise in tax where she spent 23 years. She joined the firm in 2012 and was promoted to partner in April 2015.
Sally is a member of the Society of Trust and Estate Practitioners (STEP).
Key experience
- Advising business owners on the sale of their businesses and the creation of structures to manage their wealth post sale,
- Advising investors in new businesses on how to structure their investment to avoid the pitfalls of higher income tax rates from proceeds of sales,
- Working with families to provide advice across the generations and helping to educate the next generation in financial management and to pass wealth down through the generations in a tax efficient manner.
Interests
Sally is married with two teenage daughters and lives in Knaresborough. Her interests are reading and walking and she is particularly fond of the Lake District. Unfortunately, neither of these interests, particularly the latter, are shared by her children so Sally currently attends pop concerts rather more often than she might otherwise.
