Jo Wallis
Managing the tax compliance for a portfolio of private clients, Jo Wallis identifies tax planning opportunities arising from tax compliance work. She advises clients on mitigation opportunities and tax-efficient remuneration planning. She has a wealth of experience in guiding clients through various capital gains tax matters and specialises in advice relating to property taxation for income tax and capital gains tax.
Highly personable, Jo enjoys the variety of her work and building strong relationships with clients so she can understand and meet their needs. She spends time liaising with teams internally to ensure a holistic service to clients, not only for their personal taxes but also business taxes and ensuring tax efficiencies are identified, implemented and regularly reviewed.
Jo is AAT- and CTA-qualified.