Penelope is a Senior Tax Manager in the Private Client team.
Penelope is a Chartered Tax Adviser (CTA) and member of the Association of Taxation Technicians (ATT), with over 15 years of experience advising high-net-worth individuals and families on complex tax matters. Based between Warners’ Tonbridge and Sevenoaks offices, Penelope specialises in Capital Gains Tax (CGT), Inheritance Tax (IHT), and trust planning, offering bespoke, strategic advice that aligns with clients’ long-term wealth preservation and succession goals.
Penelope began her career at a prestigious UK private bank, where early exposure to affluent clients and multi-disciplinary advisory work laid the foundation for a deep understanding of the nuances in private wealth structuring. Following qualification, she honed her expertise at a large regional firm, working on a broad range of tax planning matters across business succession, trusts, and landed estates.
After a successful period working independently in residential property development, gaining valuable entrepreneurial insight and practical financial awareness, Penelope returned to tax practice with renewed perspective. Today, she brings both technical depth and real-world understanding to her role, partnering closely with client’s legal, financial, and investment professionals to deliver clear, tax-efficient solutions.
Known for her pragmatic approach, discretion, and client-first ethos, Penelope is a trusted adviser to high-net-worth individuals, families, and trustees navigating today’s increasingly complex tax landscape.
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