01923224411 |

Rebecca Potton

BA(Hons), ATT, CTA, TEP

Position: Private Client Head of Department

Email: rebecca.potton@myersclark.co.uk

Linkedin: Connect with on LinkedIn

Tel: 01923 224411


Rebecca heads the Private Client department and is responsible for all our clients’ tax requirements.  She specialises in managing the tax affairs of private clients, owner managers, trustees and executors to ensure they make the most of their hard-earned income and gains.

With over 15 years’ experience, Rebecca is able to provide individuals with comprehensive advice on capital gains tax, inheritance tax and income tax. As a member of STEP, Rebecca is experienced in providing advice and guidance relating to Trusts and Estates including instances where there are vulnerable beneficiaries.   

Rebecca is a chartered tax advisor who is able to advise on the most appropriate and tax efficient solutions for reconstructions, exit strategies and corporation tax mitigation.

Rebecca is also acts as an expert witness providing specialist knowledge often in the cases of matrimonial disputes.

Outside of work, Rebecca is an expert cake-decorator and enjoys spending time with her children.

Specialisms

  • Corporate Tax Planning
  • Inheritance Tax and Estate Planning
  • Personal Tax planning
  • Tax Investigations
  • Trusts and Executorships
  • VCT & EIS

Expertise

  • Future Planning
  • Private Clients
  • Retirement Planning
  • Self Assessment
  • Tax Investigations
  • Trusts & Executorships

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"I would commend Nicola Ferriday and Sumeet Bajaria, who have met the deadlines I have imposed. Both have been very professional and accommodating. Nicola's advice has been clear and kept me on the straight and narrow. I would like to express my appreciation of the staff of Myers Clark for their helpfulness and enthusiasm for assisting me.”
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