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Sharon Percival

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Sharon Percival

Financial Planning Manager, Streets Financial Consulting Plc, (Dip, PFS)

As a Financial Planning Manager, Sharon has developed a specialism in Inheritance Tax planning and trust investment and her Chartered Insurance Institute qualifications include AF1 - Personal Tax and Trust Planning.

As well as private clients, she also works with solicitors and accountants in meeting their obligations as attorneys and trustees.

Sharon has specific experience in Inheritance Tax mitigation with investment/trust planning, tax efficient investment planning using EIS and VCTs, family protection, trust and personal investments and she is also qualified to give advice on Long Term Care planning.

Fields of expertise