Background
Background

What sets Lesley apart?

Lesley is a Chartered Accountant and Chartered Tax Adviser providing tax services to a wide range of businesses in the South West.

Lesley has 15 years’ experience working with businesses across different sectors, from small startup businesses through to large companies with international interests.  

Lesley works hard to build relationships with her clients and to develop a good understanding of their business to ensure that her advice complements their commercial goals. She enjoys assisting her clients to achieve their objectives tax efficiently, for example by maximising available tax reliefs (such as R&D tax credits), tax structuring projects and advising on tax efficient profit extraction.

Lesley's service expertise

Advising on tax reliefs, tax structuring projects and minimising clients’ tax liabilities.

Advising clients on business succession, ensuring that business interests and assets are passed on to the next generation in a tax efficient manner.

Helping clients to access and maximise R&D tax relief.

Advising on tax reliefs, tax structuring projects and minimising clients’ tax liabilities.

Lesley has extensive experience regarding Employee Ownership Trusts.

Lesley is a specialist in EMI Share Schemes.

Lesley has expertise regarding Equity Incentives.

Lesley's sector expertise

  • Advising on tax structures for property clients.
  • Advising on acquisitions and disposals, and minimising exposure to property-related taxes

Advising on tax structuring and minimising exposure to tax for clients in the care home and healthcare sector.

Advising technology firms on investment and innovation tax reliefs, such as Enterprise Investment Scheme and R&D tax relief.