Meera Patel Manager - Personal Tax

Meera predominantly works with privately owned businesses and spends time advising high-net-worth individuals and their families. Her experience covers a range of UK taxation issues, including personal tax, inheritance tax and succession planning, taxation implications on divorce and complex wealth structuring.


Meera also has a great deal of experience working with individual partners of LLPs.


Client relationships are a strength and she builds a strong rapport with clients and their families quickly, enabling her to become a trusted adviser providing practical advice which meets their objectives and requirements.

Experience

Meera has previously worked within the medical export industry for just shy of six years, before moving to the tax sector in 2014 where she became CTA qualified at a 'Big 4' firm.

In 2017, Meera moved to the firm to strengthen and broaden her tax experience in order to allow her to provide excellent service to clients and grow their businesses.

Work Highlights

Working within the Medical Export industry allowed Meera to travel the world and meet people from different backgrounds. Building relationships with people and helping them are core values to Meera.

In addition, moving into the tax industry allowed Meera to continue her journey.

Accreditations/ Memberships of professional bodies

  • Charted Institute of Taxation (CTA)

Areas of expertise

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