Owner Managed Businesses

Specialised accounting and advisory services tailored to owner-managed business clients.
Family Business

Proactive advice and support to help family businesses grow and protect their future.
Private Equity Backing

Meeting the diverse needs of businesses involved in private equity transactions.
Private Client

Practical advice on all aspects of your individual and personal tax and financial needs.
Public Sector and Education

Comprehensive advisory services for public sector, local government and education organisations.
UK Subsidiaries of Overseas Companies

Expert support to help UK subsidiaries operate efficiently and stay compliant.
Large Corporates

Strategic advice and tailored solutions to support long-term success.

By name

By service

By sector

By office

Iona Martin

Partner and Head of Personal Tax

Bristol

01179 100250

IMartin@bishopfleming.co.uk

What sets Iona apart?

Iona is an experienced private client advisor in our Bristol office, specialising in advice to entrepreneurs, families and family businesses. Iona also has expertise in investment taxation and private banking.

Iona works in tandem with a client’s investment manager and financial planning advisor to ensure a joined-up approach to wealth management, focusing on the individual behind the wealth.

Iona is passionate about supporting clients through every stage of the lifecycle of wealth management from business sale, to supporting children in flying the nest, easing the potential discomfort of conversations about succession planning and passing wealth on to the next generation.

With a specialism in financial services, Iona has experience in working with and analysing large data sets to understand the tax implications of financial transactions, produce client reporting information, and assess the UK tax implications of complex investment instruments.