Shenara Abraham

• Lead the firm’s technical and planning function, providing strategic oversight and governance across all advice delivered by client advisers.
• Architect and implement the planning infrastructure for the firm, designing end to end templates, processes and compliance frameworks to support scalable, consistent and high quality delivery.
• Act as the senior technical authority for complex client matters including inheritance tax strategy, business owner planning, pensions, offshore bonds, trust design and corporate extraction.
• Partner with the Chief Investment Officer and senior leadership team to create integrated wealth and investment strategies for UHNW clients.
• Overhaul inherited processes to professional standards, introducing robust suite of technical documents including Wealth Proposals, recommendation pack frameworks, suitability report structures, and planning diagrams.
• Lead technical sign off for all complex cases, ensuring advice meets FCA requirements and supports the firm’s risk management priorities.
• Provide advanced modelling and technical calculations including carry forward optimisation, tapered annual allowance planning, bond taxation, critical yield, CGT strategy and SSAS/Company planning.
• Deliver internal up skilling to advisers and partners, raising the firm’s technical capability and establishing structured training and quality assurance across the planning function.
• Work closely with compliance to align advice standards with evolving policy including internal data governance, AI usage restrictions and FCA expectations.
• Represent the technical function in client meetings where necessary, translating complex planning into clear, client friendly recommendations.
• Support the partners on strategic initiatives including operational redesign, growth planning and building a repeatable planning framework for future scale.

• Responsibility for identifying, developing and securing new client relationships through referrals and leveraging Barclays internal network
• To be the sole provider of Wealth Planning support to designated Wealth Managers with regards to client engagement and acquisition including the pitching for new business
• To introduce clients to the products and services provided by other parts of Barclays where appropriate
• To ensure that the targets are met with regards to the agreed plan and activity and advice penetration metrics
• Spearheaded a high performing VCT and EIS campaign, achieving top quartile results and helping the wider team secure a top three national ranking within Barclays Wealth UK.
• Delivered market leading advice penetration across my banker group, regularly outperforming internal targets for new business, suitability delivery and client engagement.
• Oversaw approximately twenty five million in client assets, driving consistent client retention and increased utilisation of Barclays in house planning and investment services.

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• Managed diverse portfolio of clients with average assets under management of c.£500,000 per client. Total assets under management of c.£25 million.
• Developed relationships with existing clients to increase repeat investment.
• Overseeing internal administration and research teams to ensure optimal client service from beginning to end.
• Networking with local accountants and solicitors to generate new leads and business development.

• Attended client meetings to fact find and get a holistic view of the client's situation. Tasks include issuing post meeting notes and follow up on action points.
• Screening prospective clients to determine whether they would benefit from a financial plan.
• Assisting clients in identifying needs and objectives to provide appropriate finance advice and services to best meet their goals.
• Comprehending client's attitude to risk through risk profiling and discussions.
• Conducting extensive market research to offer clients the latest products and services aligned to their unique requirements.
• Producing cashflow analysis using cashflow modelling tools such as Cashcalc and Voyant.
• Preparing Suitability Reports.
• Preparing and processing client applications for new business.
• Confidentially answering clients and specialist provider's questions about purposes and details of financial plans and strategies.
• Notifying client's and internal team of changes in legislative regulation that might affect financial plans.
• Reviewing and responding to clients' changing needs through regular annual reviews.
• Reporting to client's on performance of their portfolio's through annual reviews.

In September 2015, I had my first child and so took a career break in
order to raise my daughter during her formative years

• Assisting the Finance Manager in managing the overall church finances. (Income c£3.0million).
• Keeping a close eye on the legislative environment to ensure all Gift Aided transactions, documentation and procedures were compliant with latest HMRC guidance/law.
• Being the “go to person” for Gift Aid, Payroll, Pension and Life insurance.
• Providing advice on opportunities for cost saving /income generation and liaising closely with relevant team members.
• Reviewing processes and procedures to achieve greater working efficiencies.
• Managing the Finance Administrator

Volunteered in various community projects supporting homeless
outreach programs, anti-trafficking and care for the elderly.

• Took a career break after marriage to relocate to the UK and travel.
• During this time, I was self-employed and conducted ad-hoc
  bookkeeping work for various small businesses in North London.

• Preparation and submission of tax estimates/returns and tax payments in accordance with statutory deadlines.
• Timely preparation of monthly deferred tax provisions.
• Conducted on-site service tax review and related internal controls testing for HSBC branches.
• Reviewed various incentive proposals and addressed tax implications with a view to minimize tax leakages within the Group.
• Provided input on Malaysian tax matters on various issues i.e. transfer
  pricing, general tax updates, proposed implementation of Goods and
  Services Tax etc.
• Conducted internal tax training sessions for Finance department staff.
• Collating various reports and documentation upon request by the Inland Revenue Board (IRB) in relation to Field Audits.

• Reviewed complex tax computations of companies ranging from small business to public listed companies in the utilities, manufacturing and oil & gas industries.
• Provided international tax advisory services. Addressed tax issues in
  relation to inbound/outbound investments, offshore investments, foreign investments and profit repatriation.
• Involved in restructuring exercise of a group of companies. Addressed tax issues in relation to mergers and acquisitions, transfer of businesses, tax planning for internal restructuring, etc.
• Performed tax due diligence assignments involving acquisitions of
  companies in the manufacturing, trading and utilities industries.
• Provided stamp duty tax advisory services and assistance with
  applications for stamp duty exemptions.
• Prepared financial and tax projections of various business options to meet corporate objectives, tax and operational efficiency.
• Involved in tax incentives applications such as pre-package incentives, pioneer status, investment tax allowance incentives, etc.
• Addressed issues relating to exchange control regulations and foreign investment committees.
• Participated in organising workshops/seminars for clients.
• Provided on-the-job coaching and evaluation for junior staff.

• Preparation of complex tax computations of companies ranging from small to public listed companies covering cross sections of industries i.e manufacturing, construction, trading, shipping, engineering, hospitality etc.
• Provided opinions on taxability of income and deductibility of expenses.
• Represented clients in negotiations, dispute resolution and appeals with local tax authorities.
• Involved in restructuring of groups of companies - addressing tax issues in relation to mergers and acquisitions, transfer of businesses, tax planning for internal restructuring, etc.
• Prepared financial and tax projections of various business options to meet corporate objectives, tax and operational efficiency.
• Helped organise workshops/seminars for clients.
• Provided on-the-job coaching and evaluation for junior staff.