PSG Bowdens LLP
Katie is the Trust and Tax Partner at PSG Bowdens LLP, a firm of accountancy, tax and business advisors based on the High Street in Evesham. Katie qualified as a Chartered Certified Accountant before choosing to specialise in tax. She qualified as a Chartered Tax Accountant and is currently studying towards her qualifications to become a member of STEP. She has been working within private client tax since 2014, advising on Income Tax, Capital Gains Tax and Inheritance Tax issues for individuals, trusts, estates and partnerships.
At PSG Bowdens, we work with small businesses, individuals, trusts and charities providing a wide range of services to help them achieve their goals. Whilst we deal with the recurring requirements of tax and accounts, our knowledge and experience allows us to consider the broader needs of our clients, their businesses and their families and to work with them over the long term. This is where we often add real value, for example a corporate restructuring to facilitate succession planning or implementing trust structures to protect family assets. Our approach in advising clients has always been to understand the client’s affairs and seek opportunities to provide pro-active advice.