Joining Weatherbys in March 2020, Clare is the bank’s Senior Tax Adviser. Within her day-to-day role, she provides tax advice to high-net-worth clients in relation to their banking and wealth management needs. With a particular interest in inheritance tax and capital gains tax planning, Clare helps clients to structure their wealth tax efficiently to preserve it through family generations. She also advises on tax efficient structures for retirement income planning and produces regular tax updates to our website alongside the writing of a column for ‘What Investment’. Day to day, Clare enjoys meeting the great variety of clients within Weatherbys and gets great satisfaction from helping them solve problems in situations they previously thought were intractable.
Prior to joining Weatherbys, Clare was a partner in Lubbock Fine, a City accountancy practice, where she worked on private client and owner managed business tax issues. Previous lives include roles at Price Waterhouse and Haslers during which she amassed many years of experience of advising corporates and proprietors of owner managed businesses. Clare is a Chartered Accountant (FCA) and Trust and Estate Practitioner (TEP).
Outside her work at Weatherbys, Clare enjoys swimming, eating out and walking her dog around Epping Forest, where she lives with her family