Heather is a fellow of the ICAEW and a member of the Institute of Taxation. She specialised at senior level in taxation at two Big Four Accountants with a particular focus on entrepreneurial taxation and corporate transactions. After qualifying with a distinction in her MBA at Manchester Business School, she left accountancy in order to move into Industry. She subsequently spent 10 years at main Board Level running successful retail and manufacturing businesses. During this time she was responsible for improving both sales and profitability in a number of countries including assisting in opening in over 37 countries worldwide.
She returned to the profession in 2010 as a Corporate Tax Specialist and has the unique combination of commercial experience and specialist taxation planning which has helped her identify the key issues for clients when advising on tax planning opportunities.
In recent years she has developed a particular interest in Research and Development and Patent Box claims and has assisted in writing over £4m worth of claims over the last 3 years for clients in diverse business sectors saving clients of £1m in Tax. She has recently been asked to write an article in Taxation magazine on the likely changes to the patent box regime and their implications for Owner Managed Business Clients.
Heather has also lectured for Business Owners entitled “20 Ways to Improve Your Business”, a course which she developed herself based on her experiences in improving the business Lush Ltd.
Heather was brought up in Somerset and studied Economics at Southampton University. She moved to Poole in 2000 to work as Group FD for Lush ltd. She has two children both attending local schools and when not taking them to cricket or dance competitions she likes to train at the local gym.