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Rosy is Head of Private Client Tax and is based at our Leamington and Stratford offices.
Rosy specialises in providing bespoke personal tax advisory services, including income tax, capital gains tax and inheritance tax planning for both resident and non-resident UK taxpayers.
She has a broad range of experience advising high net worth individuals, directors, partners, entrepreneurs, owner managed businesses, trusts and non-domiciled individuals on their tax affairs. In recent years Rosy has undertaken detailed planning making use of entrepreneurs’ relief, incorporation relief, business property relief and agricultural property relief to ensure that her clients’ affairs are arranged tax efficiently. She also has experience in providing tax advice to management and business owners in corporate buy out and restructuring transactions, including obtaining clearances from HMRC.
Outside of the tax support provided to clients, Rosy also regularly makes presentations and writes articles and blogs on topical personal tax matters. Most recently she has presented on the budget announcements and given a number of presentations at local landlord association events on the upcoming lettings tax changes.
Rosy read Economics and Management at Jesus College, Oxford before joining EY as a graduate trainee. Qualifying as a chartered accountant and chartered tax advisor, she worked in corporate tax and transaction tax before specialising in personal tax, in which she has over 13 years’ experience.
Rosy used to play County Cricket for Warwickshire Ladies and once scored a half century at Lords. She is also a violinist and enjoys playing amateur chamber music.
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