Our People

Kate entered the tax world by chance when she was 17 and filling a temporary role for a bank with an investment arm. She fell in love with it straight away, quickly qualifying as an Associate of Taxation Technicians (ATT). Since joining Jerroms in 2007 and qualifying as a Chartered Tax Adviser (CTA) in 2010, Kate has been head of tax for the wider Jerroms group.
Specialising in advisory work, she has a particular passion for private client planning, capital gains tax and corporate restructuring. She loves building a relationship with clients and being able to offer them tax solutions.

Kate has a young daughter and a cocker spaniel, so spends much of her free time outdoors, whatever the weather! She enjoys hot yoga, shopping and travel, ideally to somewhere hot with a cocktail or two.

Lucas went into accountancy in 1999, qualifying in 2003. He started in a small practice as a general accountant but enjoyed taxation the most, so in 2005 he joined Jerroms as a tax specialist.

A year later he was made an associate partner and in 2008 he became an equity partner.

Lucas enjoys nothing more than working with clients to help them reach their goals while ensuring that all their financial objectives are met. His broad knowledge of all things tax gives him a wider perspective, enabling him to identify when to call on specialist support from the wider Jerroms brands.

Lucas, who is married with two children, loves to travel, enjoys good food and cars. A football fan, he likes watching Birmingham City, Solihull Moors and Rugby.

Associate director Nick joined Jerroms as a Corporate Tax Manager in 2019 to undertake technical tax research, planning and advisory projects for our business and corporate clients.

With Pete and the team, he provides specialist corporate tax advice in areas such as transactions tax, company reconstructions and Employee Ownership Trusts, Employment Related Securities and employee share schemes both to individuals and to accountants and solicitors requiring support for their own clients.

Nick particularly enjoys finding solutions to planning projects in often very technical/complex taxation areas, as well as supporting clients to achieve the optimum solution to their business tax issue, whether that relates to selling their business, demerging, or rewarding employees.

A tax adviser since 2014, he is a regular contributor to Taxation magazine.

Nick has a young daughter so most of his free time is spent with his family. He also enjoys DIY, carpentry projects and photography and is a keen cricket supporter.