My role
I am the Managing Partner for Lovewell Blake based in our
Great Yarmouth office. I am also a Tax Partner and I work with individuals and businesses – often described as
owner-managed entities. There is generally a focus on capital taxes although
I’d say my function goes beyond that and be best described as a family office
adviser. I oversee family assets and can advise on how best to structure them
to meet family requirements and ensure generational needs are accommodated. This generally results in being exposed to a number of different
structures such as companies, LLP’s, partnerships and trusts with input
provided on planning as well as compliance requirements such as tax returns and
accounts.
About me
The
gold standard in tax qualifications is a Chartered Tax Adviser (CTA) and I
obtained membership in 2004 after passing my final exams with high honours. Subsequently, I have passed exams relating to Probate and Estate
Administration services. I am married with two children and like to be active.
I’ve always had a keen interest in sport although have a preference towards
team sports such as football and motorsport. I am a Norwich City fan meaning a
roller-coaster of emotion between high and low can be enjoyed on a regular
basis!
