Biography

Zoe is a private client tax partner with over 20 years’ experience in private practice as a Chartered Tax Advisor and a member of the Society of Trust and Estate Practitioners.

She advises wealthy individuals, owner managed businesses and trusts on financial matters including protecting family wealth, trust/estate planning, succession, asset disposal and structuring. Her specialist areas include Capital Gains Tax (CGT), inheritance tax, trusts, domiciled individuals and working with rural businesses.