Tax is complex, even for seasoned business owners or those with financial experience. Our chartered Lancaster accountants and tax team bring the perfect combination of experience, knowledge and client understanding, which enables them to build great relationships and deliver on tax efficiency and forward planning. They’re also really easy to talk to and ready to connect.
Experience
Kate came from a financial background before quickly making the transformation into accountancy and tax consultancy.
Specialisms
With over 10 years’ experience, Kate is masterful at making clients feel at ease and working to understand their businesses and opportunities. She typically works with larger, more complex clients as their key financial advisor, focusing on efficient accounts planning and tax efficiency to realise business goals. Her ability to help the business navigate complicated financial landscapes makes often-complex processes a walk in the park for our clients and she is skilled at liaising with third parties to ensure swift progress of all projects.
Experience
Phil had countless years’ experience as an accountant before realising his vision to develop his tax expertise through his additional CTA qualification to enhance the service we are able to offer as Lancaster chartered accountants. Phil has worked across a range of businesses and individuals, both in his role as accountant and specialist tax consultant.
Specialisms
Phil is the “numbers guy” that every business wants in their corner. Unrivalled in his ability to interpret financial data and calculate opportunities, his aptitude for uncovering tax relief opportunities has brought invaluable cost efficiencies for his clients.
