After qualifying as a Chartered Accountant in 2005, Michaela chose to specialise in tax because it allowed her to become more involved with her clients, helping them address the challenges presented by the ever-changing tax landscape.
She is one of CBW’s more colourful Partners, whose main goal is making tax a little less daunting for her clients, by providing straightforward, practical advice and support.
Michaela is a full member of the Society of Trust and Estate Planners (STEP) and advises on all Private Client issues for UK and offshore individuals, and for Trusts and Estates. She also leads CBW’s Probate service. Michaela specialises in working with families to achieve tax efficient (often inter-generational) planning, as well as providing tax advice when the situation changes, for example on marriage and divorce or if someone is coming to (or leaving) the UK. Michaela often works with people who need to take UK tax advice for the first time, and believes that advice should be put simply and clearly to avoid any doubt.
Michaela is also CBW’s RSU (restricted stock unit) specialist. She advises clients in relation to helping them understand exactly what an RSU is when offered by their employer, through to guiding them through the tax treatment, acquisition and selling of RSUs.