Richard has over 30 years’ experience in personal tax having worked for seven years with C Hoare & Co, the oldest private bank in the country, and before that nine years with Heartwood Wealth Management. He has also worked for a number of accountancy firms. Richard is a Fellow of The Association of Taxation Technicians (ATT) and a member of the Personal Finance Society and Chartered Insurance Institute (DipPFS).
Richard has considerable experience in all aspect of Personal Taxation both in compliance and tax planning. This includes income tax, capital gains tax and inheritance tax. He has particular experience dealing with investment bankers and senior executives of FTSE companies.