Elizabeth Goshtai CTA, TEP
I believe that being a trusted advisor is about more than just knowing the legislation, it’s about knowing the people.
I am passionate about providing practical tax solutions and delivering outstanding service to my clients. Understanding the aims and priorities of my clients is key to being able to provide recommendations that give sufficient guidance so they can make informed choices. Having fostered relationships over many years, I care deeply about finding a good outcome for my clients and to see them and their families prosper.
My approach is collaborative, sharing my experience and expertise with people, and working hand in hand with their legal or financial advisers to recommend and implement effective tax planning strategies.
I have over 15 years experience advising high net worth individuals and families on their UK tax position and appropriate tax planning opportunities to meet their objectives. I spent 11 years at Coutts & Co delivering exceptional tax advice and working closely with wealth managers to find banking and investment solutions. I have also worked at RSM for 4 years, advising both UK and international clients, as well as advising on property, pension contributions, tax residence, business owners, and inheritance tax planning.
I am a Chartered Tax Advisor (CTA) and a member of the Society of Trust and Estate Practitioners (STEP).
Outside of work, I love to share new experiences with my husband and two children, and will be found spinning on a Peloton on a daily basis.