Get to know Karen Best

Our Director and Tax Planning Specialist

Karen leads our passionate tax planning team, bringing considerable experience and expertise to support our client’s compliance and minimise their bills.

She initially trained with HMRC, giving here a unique insight into their operations, before moving to a Top 10 accountancy firm based in Cardiff to complete her professional qualifications as Chartered Tax Adviser.

This also gave her a grounding to provide a full compliance and tax planning service to companies, self-employed individuals, partnerships and Trusts.

As her role developed, she was providing tax planning advice to high-net-worth directors of listed companies, as well as the owners of small owner-managed businesses locally.

At this point in her career, she decided to make the move to Clay Shaw Thomas, becoming our dedicated Tax Director.
In her role, she advises businesses and individuals on a range of tax planning issues.

Her many clients include business start-ups, businesses seeking growth, mergers and acquisitions and those planning their exit strategies.

She specialises in helping them to stay tax compliant and to extract their business profits in the most tax-efficient manner.

As a tax planning specialist, she regularly advises on all aspects of personal and business tax. However, she says that Capital Gains and Inheritance Tax mitigation is where she gets most job satisfaction – be it on a large corporate finance project or in helping with the retirement of a sole trader.

Having worked within the SME sector for many years, she recognises that often sensitivities, business priorities or management time mean that a clients’ “best case tax scenario” will not be served merely by giving advice and she collaborates closely with clients to assist them throughout the tax planning process – from start to finish.

This approach gives her a strategic and tactical insight into working with all clients to help them achieve their specific aims.

Want to get to know Karen better?

If you would like to discuss tax planning opportunities with Karen or would just like to know about the work of her team, please get in touch today.

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