Dean CastledinePrivate Client Senior Manager

Dean takes the time to understand your needs in order to provide the right advice.

  • 30% Cook
  • 40% Tea Drinker
  • 10% DIY'er
  • 20% Film Watcher

ProfessionalExpertise

  • Chartered Tax Adviser
  • Full member of the Society of Trusts and Estate Practitioners
  • Member of the Association of Taxation Technicians
  • Over 14 years experience working in tax, including HM Revenue and Customs, leading regional and national firms
  • Previous roles at National firms including Cooper Parry and RSM
  • Knowledge and experience in wide areas of taxation

I joined Shorts as a Private Client Senior Manager with 11 years experience working for leading national and regional firms.

I have experience of dealing with a portfolio of clients, including High Net Worth individuals, Directors, Shareholders and Trusts, ensuring that they meet their compliance obligations and also providing advice on a wide range of areas, including income tax, capital gains tax, inheritance tax, Trusts, and Wills planning.

I pride myself on focussing on providing the right advice to the client by really listening to them and understanding their goals and objectives.

 

Dean’s area of specialism;

Private Client

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COVID-19In line with the most recent Government announcements, both of our offices still remain closed to clients and all but a few essential members of our team. Over the coming weeks, our phased transition will see members of our team returning to the office, where we have made a number of changes to ensure a safe working environment. All of our team can still be contacted by clients, whether working from home or in the office. If you would like to speak to one of them, please contact them via their direct email or mobile number. Calls to our office reception numbers will be answered, and a message passed on, for your call to be returned.