Third Sector Consultancy
My responsibilities now are principally around the firm's not-for-profit client base. Career highlights include securing the largest tax reclaim for a commercial client of approximately £1.5 million and achieving a £500,000 reclaim for a social housing entity - results that demonstrate the value of thorough tax planning and compliance review.
My approach to helping clients centres on gaining their trust and respect through reliable, expert advice. I believe in building strong professional relationships where clients feel confident in the guidance they receive and know they can depend on our expertise.
Ballards attracts me because it's a dynamic, growing firm that values both technical excellence and strong client relationships. The collaborative environment allows us to deliver sophisticated tax solutions whilst maintaining the personal service that clients appreciate.
I bring specialist expertise in housing and the not-for-profit sector, overseeing complex tax matters to deliver comprehensive, well-rounded advice for third-sector organisations.