Karen is an Associate Director in our Private Client team and specialises in IHT, Trusts and Estates, and Lloyd’s tax.
Karen works with clients to help them understand their tax compliance obligations and tax liabilities, assist them to comply with those obligations, and advises on income tax, Capital Gains Tax and Inheritance Tax issues, including estate planning, residency, trust tax, rental income and furnished holiday lets.
Karen works with 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 25 years ago, enabling her to build rapport with her many long-standing clients, ensuring that she understands not only their tax affairs but their personal circumstances as well. Through Karen’s wealth of experience she is able to apply the best fit solution to tax issues or planning opportunities that arise.