Debbie is a seasoned tax, trust, estates and wealth management professional and her case load includes all aspects of Private Client work, with a particular focus on wealth management, wealth preservation and tax efficient planning. Her clients include high net worth individuals, their families, trustees and owner managed businesses.
She has over 35 years tax experience and started her career with HMRC joining Hillier Hopkins LLP in October 1998. She was promoted to Director in April 2010. Debbie is a member of the Society of Trust and Estate Practitioners (STEP), Chartered Institute of Taxation and holds the level 4 Diploma in Regulated Financial Planning, which allows her to provide her clients with holistic expert advice.
Debbie will work closely with you to fully understand your motivations in order to provide you with the best arrangements to satisfy both your immediate and future financial (including tax) objectives. Her wealth management skills, as well as expert knowledge of Capital Gains Tax and Inheritance Tax & Estate matters, enable Debbie to share her in-depth knowledge and provide you with tailored advice and solutions to achieve your goals.
Typical areas where Debbie can assist include:-