Personal tax and advisory services

Lindsey specialises in the fields of personal tax compliance and advisory services for  high net worth individuals, entrepreneurs and family trusts.

Lindsey began her career in personal tax over 35 years ago at BDO Binder Hamlyn in London, after qualifying as a Barrister, where she specialised in UK and international personal tax compliance and advisory services.  She then worked for Baker Tilly, before moving to Yorkshire in 1998, where she joined Ernst & Young.  

Whilst at Ernst & Young Lindsey headed the expatriate tax services in the North east and worked closely with the Private Client partner on clients’ personal tax issues, both UK and international. 

Lindsey then joined Deloitte, and as a senior member of the team, helped lead the UK and international personal tax compliance and advisory services in the North east.

At the beginning of 2009 Lindsey set up her own company providing UK and international personal tax compliance and advisory services to high net worth clients and entrepreneurs.  Lindsey works closely with accountants, solicitors and other advisors.

Lindsey, who is also a member of the Institute of Directors, builds long term relationships with her clients, and takes a holistic approach to clients’ tax affairs.  Her clients come from all parts of the world and from all walks of life ranging from high net worth individuals to families trying to protect their children’s inheritance.  They include business people with an entrepreneurial drive to retired people seeking to improve their lifestyles.

Clients are confronted with numerous challenges and thus require excellence in their advisors.  The prerequisite to providing a first class service is in establishing a genuine sense of partnership with clients.  To achieve this Lindsey treats each client individually focusing on their requirements and concerns and formulating a tailored strategy.

Lindsey would like to be treated as the family's personal Finance Director.

Check out Lindsey's 2010 Budget web logs on the Newspage

 ©Lindsey Sherman and Associates Ltd.  2010: Registered Office Copthorne Farmhouse, Main Street, Great Ouseburn, York. YO26 9RE