Tax Partner running a mid‑size independent accountancy practice in South Wales, which has grown significantly over the past six years through a focus on strong client relationships, high‑performing teams, and scalable processes.
Natalie works closely with business owners and entrepreneurs, advising from start‑up and scale‑up through to growth, exit, and business succession. Her experience spans corporate tax planning, business restructures, HMRC enquiries, and strategic advisory work.
Natalie also advises private clients on complex tax planning matters, including matrimonial matters, property portfolios, and inheritance tax (IHT) planning, helping individuals and family’s structure, protect, and transfer wealth effectively.
Alongside client advisory work, Natalie also leads the tax department with responsibility for operational performance, workflow, and team development, and play an active role in driving the commercial growth and long‑term sustainability of the practice.