Karen Keeling

Private Client Tax Partner

Dafferns
Dafferns

Experience

As a Private Client Tax Partner at Dafferns, I am responsible for all aspects of Private Client Tax relationships. I’m ACCA and CTA qualified, with over 25 years-experience across the full range of tax advisory work.

I pride myself on seeing all clients as individuals, having a ‘root and branch’ understanding of their current position and a clear appreciation of aspirations ahead of the private client journey. I have a particular intertest in owner managed businesses where our advisory services offer clear guidance on Company structure.

Along with dealing with ongoing tax effectiveness and compliance, my specialisms include:

  • Personal Tax & Estate Planning
  • Capital Gains Tax Planning
  • UK Trust Planning
  • Remuneration Planning
  • Tax Investigations
  • Making Tax Digital

Having qualified Sheffield Hallam University, I went on to work for Top 10 Accountancy practice in Manchester before jetting off to spend 11 years honing skills at Sydney based full-service Accountancy Firm – BDJ Partners.

Since returning to Warwickshire in 2014, I have held roles as Small Business Manager, Client Services Manager ahead of joining Dafferns in 2018 as Senior Tax Manager, subsequently Tax Director and now as Private Client Tax Partner.

Hobbies and interests

Needless to say I enjoy travelling, exploring new countries and cultures otherwise I can be found on a bracing Warwickshire walk!

Articles by Karen

View all articles
Dafferns

Personal tax

CGT: Preserve your wealth in an era of shifting exemptions

Read Article
Dafferns

4% cut in Capital Gains Tax for residential property sales

Karen Keeling

Dafferns

Budget changes for the high income child benefit charge (HIBC)

Karen Keeling

Dafferns

Do I need to submit a self-assessment tax return?

Karen Keeling

Thank you so much for your help Karen. I’m sure you must hear it a lot but you are an absolute wonder! Turning something borderline terrifying to the non-accountant into something seamless. Very much appreciated.

Dr Jenny Royle – Rekaryo Health Ltd

The story of Karen partying with the Spice Girls!

You might also know

View the team
Dafferns
Dafferns

Martin Gibbs

Managing Partner

Dafferns
Dafferns

Geoffrey Cox

Corporate and Charity Services Partner

Dafferns
Dafferns

Lucy Hatton

Corporate and Charity Services Director

Dafferns
Dafferns

Brian Jukes

Corporate Tax Partner

Dafferns
Dafferns

Brian King

Private Client Tax Partner