Chris was the former Tax Director of a leading national Stockbroker prior to establishing her own company with its dedicated team to serve its HNWI tax client base. Chris is active in the delivery and design of a bespoke tax planning/advisory service on predominantly Trust/Estate tax planning matters. She provides a specialist tax advisory/consultancy service to the professional circuit of Solicitors, Independent Financial Planners, Accountants, Tax practitioners etc. In addition she is a popular professional lecturer/trainer and a regular contributor to technical journals in her specialist field of tax advisory/ Estate and Trust planning for the HNWI.

Chris is a highly qualified tax practitioner with 30 years experience of operation at a senior level within the taxation field reflecting a balanced mix of HMRC, Big 4 Accountancy and FTSE100 Industry background. She is a qualified member STEP – member of the STEP Editorial Board, past member of the STEP Technical Board, committee member of STEP West of England branch. She is also a qualified member of the Institute of Taxation (CIOT) and the Association of Tax Technicians.

Chris is one of the tutors for the STEP Diploma for England and Wales Taxation of Trusts and Estates paper. Chris is also a speaker on other CLT courses in her specialist field of trust and estates taxation.