Richard supports our private clients, their businesses and family trusts across a wide range of tax matters. He also specialises in advising entrepreneurs, philanthropists and charities. A Chartered Accountant, Chartered Tax Adviser and Certified Accountant, Richard has considerable experience in handling complex issues, including those with an overseas element, and dealing with HMRC at all levels.
Richard’s extensive portfolio includes wealthy family groups to whom he has provided a comprehensive service over many years. He builds long-standing relationships as he works closely with our clients to understand their tax affairs and future plans so that he can provide sound advice that really adds value.
Richard qualified as an accountant in 1997 and has specialised in tax ever since. He spent seven years at Rawlinson & Hunter, an international firm of tax specialists, before moving to Edwards Greene in 2004 as part of the founding team.
T. 01483 399500
Sarah is an experienced Trust and Estate Practitioner and also a Taxation Technician. On a day-to-day basis Sarah deals with a diverse range of tax matters and has a particular interest in income tax, capital gains tax and inheritance tax planning. Clients benefit from her practical and proactive solutions and also her efficiency as she is highly experienced in dealing with HMRC. She also oversees the firm’s taxation and accounting services for various family trusts and charities, liaising seamlessly with trustees, beneficiaries, solicitors and investment managers.
Having dealt with many complex matters throughout her career, she is best-placed to advise on all aspects of tax planning affecting private and trust clients. Sarah works with wealthy individuals and advises them about substantial family life interest and discretionary trusts.
Sarah began her career with Ernst & Young in 2000 and joined us shortly after our inception.
T. 01483 399501
As a Chartered Tax Adviser, Justin provides personal and business tax advice to a diverse client portfolio which includes wealthy individuals, partnerships, and trading and investment companies. He has considerable expertise in tax planning matters, many of which have a detailed technical or international angle. Justin also deals with all tax compliance issues including handling HMRC enquiries.
Justin began his career in 1997 and, following extensive experience at other firms including Deloitte & Touche and Moore Stephens, he joined Edwards Greene in 2011.
T. 01483 399505
Catherine specialises in the personal tax field and manages the tax compliance affairs for private clients including wealthy family groups and individuals. She is experienced in dealing with substantial tax returns and enjoys working closely with clients, family offices, solicitors, investment managers and other third parties to provide an efficient, coordinated and timely service.
Catherine started her career in 1988 and, following time at KPMG and Rawlinson & Hunter, moved to Edwards Greene in 2004 as part of the founding team.
T. 01483 399503
Clare, a Chartered Tax Adviser, provides advice on a broad range of personal tax matters and is very experienced in dealing with technical tax planning issues. She handles matters affecting private and entrepreneurial clients, with a particular focus on family groups. Clare specialises in capital gains tax, inheritance tax, employment taxes and the taxation of pensions.
She also deals with all aspects of her clients’ tax compliance obligations, including handling HMRC enquiries and liaising with counterparts in foreign jurisdictions. Clare began her tax career at Ernst & Young in 1998, before joining Rawlinson & Hunter in 2000, and then moving to Edwards Greene in 2006.
T. 01483 399504
Douglas deals with the accounts, tax compliance and administration for family trusts as well as the tax compliance affairs for various individuals. He is also responsible for our investment accounting including the import of data from investment managers.
Douglas joined us in 2005, after moving across from another firm where he gained great experience.
T. 01483 399508
Becky has a broad range of tax and accounting experience. She deals with personal tax compliance matters for a wide range of individuals together with the accounts, tax compliance and administration for various family trusts and companies.
Becky began her working life in 2011 and having gained five years’ experience at her previous firm, she joined Edwards Greene in 2016.
T. 01483 399506