Joan works closely with each of her clients to help them fulfil their compliance obligations and to give rounded, jargon free, expert advice regarding their tax affairs. Trust and estate work is a particular specialism of Joan’s, she regularly advises both family and professional trustees and executors regarding tax and accounting matters.
Joan joined RSM in 2004 after qualifying as a certified chartered accountant and chartered tax adviser. Joan’s dedication to private client work has been recognised with her being included twice in the Private Client Practitioner Top 35 under 35 list. A list that celebrates those professionals at the forefront of private client work.