What sets Christine apart?

Christine specialises in working with Owner Managed Businesses and high net worth individuals, to realise their personal and business goals and maximise their wealth. She has over 30 years’ experience in planning wealth protection and helping with tax efficient remuneration and succession planning. 

She has a passion for excellent client service and clear, straightforward, advice.

Christine also heads up our Probate service, understanding that this is a stressful time for individuals, dealing with all matters in a compassionate and caring manner and looking to resolve issues as quickly and efficiently as possible. Her portfolio of clients includes entrepreneurs, family businesses, families with large property portfolios and high net worth individuals.

Christine is the very epitome of the trusted advisor, instilling clients with confidence and always working in their best interests.

Christine's service expertise

Probate
  • Obtaining non-contentious Probate on behalf of the deceased allowing assets to be distributed to beneficiaries
  • Preparing Inheritance Tax Returns on death
Tax
  • Lifetime Inheritance Tax planning to minimise exposure to tax on death
  • Advising clients on their overall wealth and future succession plans, ensuring wealth cascades down the generations

Christine's sector expertise

Professional Services
  •  Advising Solicitor and Architect practices on minimising their exposure to tax and maximising available reliefs
Property
  • Advising owners of Buy to Let, Second Homes and Furnished Holiday properties regarding the allowances available to them with a view to minimising their overall tax burden

Christine advises me on money management and investment, has helped me manage several family trusts and over the years has given advice to other members of my family over wills, estates and tax implications for portfolio management. I have come to trust Christine’s advice absolutely and quite simply rarely make any change in my financial affairs without seeking her view. Christine has supported me with my personal tax affairs for over the last twenty five years and my decision to work with Christine is one I have never regretted.

Bob Alderman

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