Director - Private Client Tax
Wendy has never failed to deliver nor impress me in all the work she has undertaken for my family over many years. She is extremely efficient and capable in her job and technically very sound indeed. She always produces work of the highest quality and has never let us down.
Tom Eyre, Investec

EXPERIENCE IN NUMBERS

  • 0 +

    years of tax experience

  • 0 +

    years at PM+M

  • 0

    professional qualifications

KEY FACTS ABOUT WENDY

  • Leads PM+M’s private client tax services
  • Chartered Tax Adviser and Trusts and Estates Practitioner
  • Authorised by the ICAEW to provide probate services

As director of our private client tax services, Wendy plays a key role at PM+M with many years of experience in advising individuals on their capital taxes (including inheritance tax) and helping clients arrange their affairs in the most tax efficient way.

Part of Wendy’s role involves working closely with clients and their families to obtain probate and deal with the estates of loved ones. Wendy offers sensitive, practical support to make things easier for families during these difficult times, ensuring that clients receive the friendly, straightforward guidance needed to ensure their duties as an Executor can be carried out properly and efficiently.

In her free time, Wendy enjoys spending time with friends and family, in particular her young grandson. Wendy loves to travel and experience different cultures and has previously climbed Sydney Harbour Bridge and abseiled down Peel Tower.

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