“I am delighted to provide a totally bespoke service of tax compliance and tax planning advice to a varied range of private clients and to work with like-minded financial planning professionals who want only the best for their clients.”
After qualifying as a Certified Accountant in a top four firm, Tracy joined Norton Partners in 1997. Now working in the High Net Worth team, Tracy looks after a small portfolio of private clients ranging from employed executives, authors, property investors and landowners, household names and partners in professional partnerships.
Tracy provides a tailored service to each of her clients depending on their specific circumstances and, where appropriate, will liaise closely with her financial planning colleagues.
Tracy’s role is to deal with all aspects of self-assessment compliance, including maximising reliefs and claims against income and capital gains tax liabilities. She also deals with HMRC enquiries, tax efficient investments (EIS, SEIS, SITR, VCTs), capital gains tax planning and mitigation, inheritance tax and estate planning, domicile and residence issues and trusts, including charitable foundations.
Outside of work
A recent change to part-time working has allowed Tracy to spend more time with her retired husband and their energetic terrier, Barney. Tracy now has more time to pursue her interests in travelling, walking, reading, golf, yoga and Zumba, and recently fulfilled a life time’s ambition and joined a choir!