"Alison, who has worked hard to make sure she is as highly qualified and knowledgeable as possible, is a great asset to the firm and its clients."
Tony Luckett, Managing Partner at Clive Owen LLP
Alison, who has more than 25 years’ experience as a tax adviser, joined the firm as a Senior Tax Manager in 2015. Alison specialises in advising owner-managed businesses and high net worth clients.
Having advised on Inheritance Tax and Capital Gains Tax planning throughout her career, two years ago she further cemented her knowledge by completing the study programme required to qualify as a member of the Society of Trust and Estate Practitioners (STEP).
During this challenging process, Alison achieved a distinction in the Taxation of Estate and Trusts paper and is now one of the few chartered accountants and chartered tax advisers to become a full member of STEP, which is a worldwide professional association focusing on capital taxes and succession planning.
Alison is a senior member of the Clive Owen LLP department that has been shortlisted in the Tax Team of the Year category in the North East Accountancy Awards (NEAA).
Tony Luckett, Managing Partner at Clive Owen LLP, said: “Alison, who has worked hard to make sure she is as highly qualified and knowledgeable as possible, is a great asset to the firm and its clients.
“Her promotion is well-deserved and is indicative of her professional commitment and dedication to providing bespoke, high quality support and advice to clients.”
The firm, which has offices in Darlington, Durham and York and specialises in corporate and commercial clients, also was recognised for its excellence at last year’s NEAA awards when it was crowned Accountancy Firm of the Year (51 to 200 employees).