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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