Clare started her career in tax in the late 1990s, having worked for top ten accountancy firms and private banks, where she qualified as a Chartered Tax Adviser and a Trust and Estate Practitioner. Clare later moved into the financial services industry to widen her knowledge in wealth planning.
Clare joined LB Group in 2017 and became a director of the firm in 2019.
Clare leads the Private Client Team within LB Group, specialising in personal tax, inheritance tax and trusts, with a particular focus on estate planning and asset protection.
Clare’s focus is ensuring that her advice to her clients is tailored and bespoke to individual and family circumstances, so the right solution is not only tax efficient but is also appropriate and flexible for the client and their family.
Outside of work, Clare keeps busy spending time with her three children and enjoying long walks in the countryside with her dog.