Our MD and leader, Scott is passionate about creating the best team and an ever-evolving winning business for everyone involved with TeamCB. He is also our resident crypto expert, podcast host, and advises business clients on strategy, valuations, succession planning, and financial performance. His recent technical work includes:
Steve is a director and specialises in corporate tax planning, company reorganisations, succession planning, and property tax matters, as well as being involved in the affairs of high net worth individuals. He is also qualified to deliver probate services. Steve's recent technical work includes:
Jenna is our 'expert blend' personified. Her unique and specialist skillset allows her to advise clients on complex personal tax issues, whilst also delivering inheritance tax wealth planning, trust and estate advisory, all the while being our resident will writer and probate service expert. Her recent work includes:
Elliot is our practice director, and works tirelessly to ensure we have a happy team and highly satisfied clients. From time to time, Elliot still supports technical aspects for our clients, such as HMRC enquiry work, company incorporations and business analysis. His recent technical work includes:
Luke is our Trowbridge branch asscociate director, and has vast experience in advising owner managed businesses on accounting and tax matters, as well as dealing with personal taxation compliance and advisory work for a wide range of individuals at varying levels of complexity. His recent work includes:
Stacey is our accounts team manager and has a wealth of experience in dealing with owner-managed businesses of varying client and industry types, with a particular emphasis on farming. She also deals with personal tax compliance and advisory work for a large portfolio of individuals, all with varying levels of complexity. Stacey's recent work includes:
Sally Ann is passionate about making a difference to our clients and team. She has a particular focus on cloud accounting and providing support and training to business owners, as well as our team. Sally Ann is also Financial Officer for a large owner-managed business, and advises clients on matters such as pricing and key performance indicators. Her recent work includes:
Grahame heads up our audit team, and has a passion for accounting, audit and associated taxation matters, giving large corporations and owner-managed businesses the information they need to succeed. His recent work includes:
Karen is dedicated to ensuring an outstanding client experience, by supporting the team with their client focussed needs, and looking after our clients on a daily basis. She has built up very strong relationships with our clients and is an easily recognised face of TeamCB. Karen's recent work includes:
As well as being client rep for a large portfolio of owner-managed businesses and personal tax clients, Arun is our Anti-Money Laundering Officer. He is also passionate about audit and has a lead role with the team. Arun's advisory work is wide and varied, and he has a particular expertise in VAT. His recent work includes: