Kate joined Mark Holt & Co in September 2018 as a Tax Manager. Kate worked for the majority of her 25 year career at a South West accountancy firm working her way up from junior to the Personal Tax Manager. At Mark Holt & Co she is now undertaking a mixed role working in both Your Tax Partners and Your Finance People.

In her spare time she is heavily involved with community youth football and cricket, plays netball, walks her dogs, spends time with her family and grabs a quiet cup of tea when time allows!

Gordon specialises in tax advisory and heads the firm’s tax advisory team. He provides advice on all tax matters specialising in corporate restructuring, shareholder taxation, inheritance tax planning, Stamp Duty Land Tax, and planning for and dealing with the tax aspects of property development and investment. Prior to joining Mark Holt & Co, Gordon worked with a ‘Big 4’ firm in Belfast and other firms in London and Plymouth, providing tax advisory for many different people and businesses.

Neil has a wide remit of responsibilities and experience as Managing Director of the Mark Holt & Co Group.

His time is split between leading our business and his client portfolio. Both roles he approaches with the same passion and drive to make a difference, whether that be to our clients or our team. Having started as an 18 year old apprentice the culture and values of the firm are embedded in everything Neil does and fuels his desire to give others the opportunities that he has enjoyed.

These years of experience have built an extensive and broad range of advisory skills which gives Neil the opportunity to add value to his clients through proactive and creative planning ideas that help them not only grow, but also protect the business and personal wealth they are building.

His experience sees him delivering a range of projects to his clients from business sales and acquisitions, to management buy outs, corporate restructures, income and wealth planning and tax planning assignments.

Where the need arises Neil also enjoys delivering through his role in Healium providing a direction for his clients and adding to the value and profitability of their business.

In summary Neil is driven to make an impact and enjoys making a difference.

Ruth is a Chartered Tax Advisor, holding memberships with both the ATT and CIOT. By working in the industry for over 12 years, Ruth has gained knowledge and experience in a variety of taxes, allowing her to provide good quality, bespoke tax advice to clients. She believes that this enables her provide holistic advice, suitable to the client’s requirements and plans.

Building long-lasting relationships with clients is important to Ruth, who tries to help them navigate through the complex world of tax, with a friendly approach.

Becca joined Mark Holt & Co in July 2015 after achieving a first class degree in mathematics from Plymouth University.

She has since completed both ATT and CTA qualifications and has become members of both institutes. Having knowledge in a variety of taxes allows her to provide a range of tax advice to clients.

In Becca's spare time she loves to teaching a range of fitness classes as well as spending time with her friends and family!