MHA Moore and Smalley has strengthened its private client team with the appointment of tax specialist, Sue Buckingham.
Sue joins the firm from Douglass Grange where she worked as senior tax manager for eight years. She has also worked in a number of other major firms across the region and began her long-standing career with HMRC.
Sue’s position as private client manager involves looking after the tax affairs of high net worth individuals and client trusts.
David Bennett, tax partner at MHA Moore and Smalley, said: “We offer a holistic approach to our private client service to ensure we cover every aspect of a client’s financial situation, both from a personal tax and investment point of view.
“Sue’s experience as a specialist in personal tax, tax planning and trusts, is a perfect fit for us.”
Sue, who grew up and still lives in Poulton le Fylde said: “Working in a range of firms of varying sizes has meant I’ve worked with a cross section of clients. It’s also means I recognise their individual needs and how to tailor personal tax planning services to suit.”
She added: “Having personal tax and financial planning services under one roof enables MHA Moore and Smalley to provide a seamless personal service. I’m looking forward to working with the team in this way.”
