Kevin works closely with Business Owners and Private Individuals to assist them achieve their business and personal financial goals. As well as being a qualified Accountant, Kevin is a Chartered Tax Adviser and a member of The Society of Trust & Estate Practitioners, making him one of the most relevant Accounting and Tax Practitioners in the country. Kevin has over 20 years’ business experience, some of which in the cut and thrust of industry as Finance Director; but also has mid-tier firm and “big 4” Practice experience and has a wide network of contacts and clients.
Kevin enjoys getting to know and understand his clients and their issues and often provides finance and commercial support.
Examples of Core Advice Areas:
• Tax efficient introduction and extraction of funds to/from a business
• Private wealth management and business protection solutions; Succession issues, Capital Gains Tax and Inheritance Tax
• Refinancing and Commercial Advice
• Improving business profits through monitoring and reviews of Key Indicators
Kevin is responsible for maintaining and improving the firms’ Tax department which is a vital and growing part of the business.