Kate spends a lot of time working with businesses and their owners on tax strategies and mitigation, which includes looking at the business and its structure, through to the owners personal tax situation and their longer term goals and plans.
An experienced tax practitioner, a Chartered Accountant (a prize winner in her finals) and Chartered Tax Adviser, Kate has considerable expertise in tax planning and developing tax mitigation strategies for private and business clients – with particular experience in dealing with complex groups.
Kate graduated from Oxford University, qualifying and working at a senior level with a Big 4 firm before joining Sagars in 2001 and becoming a Partner in 2003.
Having walked down the aisle to ‘Dizzy’ by Vic Reeves and the Wonder Stuff, Kate was persuaded to move North from the West Country on the promise that the beer was better (we’re thankful she didn’t prefer cider).
Favourite book: Da Vinci Code, Dan Brown
Senior Tax Specialist
Gunhild provides specialist tax advice to wealthy individuals and their families, trusts, trustees and beneficiaries, business owners and entrepreneurs. She also supports non-UK resident and non-UK domiciled individuals.
Helen is experienced in creating bespoke tax mitigation and planning solutions for a wide variety of complex tax matters. Acting for both businesses and individuals, she works to understand clients’ specific challenges and provides support to help them to achieve their goals.
Senior Tax Specialist
A member of the Institute of Taxation, The Society of Trusts & Estate Practitioners and the Personal Finance Society, Anne provides specialist personal tax advice to wealthy individuals and their families, business owners and trustees, focusing on wealth preservation and managing the main taxes.
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