Sati Virdee

Tax Partner, Private Client

Sati is a Chartered Tax Adviser and Fellow of the Association of Taxation Technicians, with extensive expertise in personal and family tax planning across Income Tax, Capital Gains Tax and Inheritance Tax. She has significant experience advising high-net-worth individuals and their families, including on complex wealth structures such as offshore trusts. Her work also includes corporate and personal tax planning, as well as Capital Gains Tax and Stamp Duty Land Tax planning for property investors.

As Head of the Private Client Tax Advisory team at AMS, Sati leads a team of dedicated professionals committed to delivering thoughtful, high-quality advice. She ensures the team’s values are reflected in how clients are supported, with a strong focus on integrity, clarity and long-term relationships.

Sati takes a holistic, client-focused approach, investing time to understand each client’s individual circumstances and aspirations. This ensures advice not only meets technical tax requirements but also supports wider lifestyle and legacy objectives.

 

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