22nd June: Business owners seminar: company exit strategy event

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Terry Ogden

Client Manager

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Hi I'm Terry...

What is your role at Creaseys?

As a client manager in the Private Client team, my role within Creaseys is to help and support clients to realise their big picture.  I provide tax advice and compliance services to a range of clients primarily focussing on private clients.

What are your specialisms and areas of interest?

I specialise in Inheritance tax matters, trusts and Estates.  I also have a keen interest in the taxation of properties.

What's your proudest achievement at Creaseys (so far)?

Being new to the firm, my greatest achievement to date is joining such a forward thinking and high achieving team.

What three words would you use to describe Creaseys?

  • Passionate
  • Forward Thinking
  • Friendly

What are your five favourite things?

  • Family
  • Golf
  • DIY
  • Pets
  • Tractors

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