Rob joined the Bury St Edmunds office in April 2023 after a period working for a top five firm and London based firms.
Rob is dual qualified as a Chartered Tax Adviser (CTA) and a Trust and Estate Practitioner (TEP), the professional body for the trust and estate profession worldwide and is also an ex-HM Revenue and Customs Inspector in which he specialised in carrying out tax enquiries into individuals, sole traders and partnerships, which he has found invaluable experience in assisting clients with bringing their tax affairs up to date, ensuring clients remain compliant and providing pro-active tax advice in how to structure their affairs most tax efficiently, whilst ensuring important non-tax driven goals and objectives are factored in so that informed decisions can be made.
Rob is an Associate, providing private client tax advice to high net-worth individuals and their families, trusts, estates as well as business owners. Rob specialises in providing practical tax advice (covering predominantly Income Tax, Capital Gains Tax and Inheritance Tax) and a comprehensive range of compliance services to a wide variety of clients on such matters as trusts, estates (including probate), residence and domicile matters and tax enquiries and disclosures, factoring in and understanding what is important to his clients and what their objectives, aims and priorities are.
Rob’s aim is to understand what is important to his clients and what concerns or worries them the most, by providing a proactive, joined-up approach, factoring in financial planning, legal and investment considerations and liaising with other qualified specialist professionals, as required.
Whilst Rob is based at our Bury St Edmunds office, he regularly commutes to London, the home counties and other part of East Anglia, as required.
Outside of work Rob enjoys travelling as much as he can, walking his Alaskan Malamute dogs and adventure sports, as well as socialising with friends and family.
