Services

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Serial entrepreneur and commentator image

Serial entrepreneur and commentator

As a seasoned entrepreneur, I have established multiple businesses, each focused on addressing various facets of the rental and financial sectors. My role as a commentator on tax and succession planning allows me to share valuable insights and strategies that are critical for business owners and landlords looking to secure their financial future. My experience enables me to speak at various events and conferences, providing thought leadership and guidance in an ever-evolving economic landscape. I believe in empowering others by sharing knowledge, which has positioned me as a trusted voice among my peers.

Personal estate & business succession planning, tax, property, insurance, finance image

Personal estate & business succession planning, tax, property, insurance, finance

Navigating the complexities of tax regulations and succession planning can be daunting. I specialise in helping clients understand their options and create a roadmap that aligns with their financial objectives. My services encompass personal estate planning to ensure that your assets are protected and transferred according to your wishes. Additionally, I assist business owners with succession strategies that prepare their enterprises for a seamless transition, focusing on tax-efficient practices. With insights from my roles in law, finance, and insurance, I provide comprehensive support tailored to your specific business needs, ensuring that you are equipped to thrive in the competitive landscape.