Michael
Sutherland

Private Client Assistant Manager

LinkedIn

Michael-Sutherland smiling.

Who I help

Sole traders, Partnerships, owner-managed businesses, High Net Worth Individuals. Directors of small to medium size companies.

How I help

Self-Assessment Tax Returns. Income Tax. Capital Gains Tax. Tax Compliance. Tax Advisory. Share Schemes. Pension Allowances.

Sectors/ support

Business services. Construction & Property. Family business.

“My clients know they can rely on me to provide tailored advice”

Michael Sutherland is a Private Client Assistant Manager located in the Stirling office. His role involves providing tailored advisory and compliance support to a diverse range of clients. With a focus on partnerships, self-employed individuals, and high-net-worth individuals, Michael’s expertise ensures that every client’s unique needs are met with precision and care.

A typical day for Michael is anything but predictable. Whether assisting with tax return preparation or identifying tax planning opportunities to optimise efficiency, his work reflects a commitment to high-quality service. Michael’s involvement extends beyond his immediate role, as he collaborates with the Corporate Tax team on capital allowances projects. This exposure has deepened his understanding of capital allowances legislation, allowing him to deliver enhanced support to partnerships and sole traders navigating large capital expenditures.

Building strong client relationships

“I firmly believe that the foundation of excellent client service lies in building genuine relationships. Understanding a client’s goals, motivations, and family dynamics allows me to deliver advice that is not only effective but also highly personalised. This deeper connection fosters trust, which is essential for a successful advisor-client partnership. My clients know they can rely on me to provide tailored advice, delivered promptly and with their best interests in mind.”

The reward of meaningful impact

“One of the most rewarding aspects of my role is seeing the tangible benefits of my advice on a client’s tax position. Whether it’s immediate savings or long-term financial optimisation, knowing that my expertise has made a positive difference is incredibly satisfying. Each success story reinforces the importance of thoughtful, proactive advice in navigating complex tax situations.”

Collaboration and growth at aab

“Working at AAB is inspiring, largely due to the collaborative environment and the wide range of specialisms among my colleagues. This dynamic setting enables me to broaden my own knowledge while contributing to a robust and comprehensive service for our clients. The opportunity to share expertise with colleagues and combine skills across departments ensures that our clients receive unparalleled advice.”

Supporting the next generation

“I take great pride in mentoring junior team members and watching them develop their skills and confidence. Supporting their growth not only strengthens our team but also ensures that we maintain a culture of learning and excellence. Helping others thrive is one of the most fulfilling parts of my role.”

Personal connections matter

“In today’s fast-paced world, technology has made it easier to communicate, but I firmly believe that nothing replaces the value of a face-to-face meeting. Discussing personal finances in person allows for a more meaningful and focused dialogue. These conversations build rapport and ensure that clients feel understood and valued.”

The power of a connected team

“While I enjoy face-to-face interactions, I also appreciate the efficiency and breadth of knowledge that comes from working with colleagues across multiple offices. This interconnected approach enables us to tap into specialised expertise and deliver exceptional outcomes for our clients. It’s a prime example of how teamwork amplifies individual strengths.”

Looking ahead with enthusiasm

“The future at AAB is filled with exciting opportunities. As the firm continues to grow in Central Scotland, I look forward to contributing to its success by working on diverse assignments with talented colleagues. This growth not only benefits our team but also offers our clients access to an even broader range of services.”

Breaking the stereotype

“Accountancy often carries the misconception of being dull, but I can confidently say that accountants are anything but boring! The variety, collaboration, and impact of this profession make it an incredibly rewarding career. Every day brings a new challenge, and I’m excited to continue making a difference for my clients and colleagues alike.”