Karen is an Associate Director and is responsible for the efficient and effective operation of the Private Client team.
Karen works with clients to help them understand their tax compliance obligations and tax liabilities and to assist them to comply with those obligations, advising on income tax, Capital Gains Tax and Inheritance Tax issues, including estate planning, residency, trust tax, rental income and furnished holiday lets. She advises individuals connected to the Lloyd’s of London insurance market, including those who underwrite through a corporate vehicle as well as members of Lloyd’s.
Karen is a member of the Chartered Institute of Taxation and has worked for PKF since graduating more than 20 years ago. This has enabled her to build a rapport with her many long-standing clients, ensuring that she knows not only their tax affairs but their personal circumstances well, and is able to apply the best fit solution to tax issues or planning opportunities that arise.