Getting to know our Private Client team… Meet Laura Dickson, Private Tax Manager
How long have you worked with MHA Tait Walker and what’s your role at the firm?
I joined MHA Tait Walker just over two years ago as a Private Client Tax Manager. I work with the tax team, our accountants and business advisors and the Wealth Management team. On a day to day basis, I manage the tax affairs of high net worth individuals, company directors and business owners, helping individuals to plan for the future, as well as dealing with their annual tax compliance needs.
What might a typical day look like for you?
I spend most of my days chatting to clients, talking them through their tax liabilities and ways that we can manage and reduce this now and in the future. Working really closely with our Inheritance Tax specialists and our Wealth Management team, I look at client pensions and all of the options available to them, as well as dealing with more complex client needs, such as reviewing the tax consequences of financial investments. I also work with clients to provide short and long term cashflow information, again working with their Financial Planner in our investment team or third parties.
What’s your favourite part of your job?
I love getting to know clients, understanding what they are trying to achieve and being able to see them realise their goals. Getting to work with lots of different individuals, all with different needs and complex financial planning issues makes my day really varied and always interesting.
A little more about you… what’s your favourite thing about the North East?
I love the variety of the North East, plenty of seaside, country side and a great city all within a short drive. I especially love a visit to Amble or Seahouses, they bring back lovely childhood memories of eating seafood and walking along the harbour.
Get to know Deborah Trelease, Chartered Financial Planner in the second episode of getting to know our Private Client team…