Paul
Halliday

WHO I HELP

High-net-worth individuals. Entrepreneurs and Business Owners. Family Offices. Trustees.

HOW I HELP

Creative, strategic, and commercial, income tax, capital gains tax and inheritance tax planning

SECTORS/SUPPORT

Family business. Business services. AAB Wealth. Corporate Finance

“NAVIGATE COMPLEXITIES WITH CONFIDENCE.”

Paul Halliday is a Private Client Tax Senior Manager based in Leeds. With over 20 years of experience in private client tax advisory, Paul provides proactive and strategic tax planning for individuals, entrepreneurs, and trusts. Specialising in income tax, capital gains tax, and inheritance tax, he works closely with clients to develop commercial, tax-efficient strategies tailored to their long-term financial goals.

Paul also offers pre- and post-sale advice to business owners, helping them structure disposals in the most tax-efficient way. His deep understanding of the complexities of tax law, combined with a commercial perspective, ensures that clients receive clear, practical guidance that supports their financial success.

THE FOUNDATION OF SUCCESS

“The ideal client relationship is open, collaborative, and built for the long term. My aim is to become a trusted advisor—someone clients can rely on not just for tax matters, but as a sounding board for wider financial decisions. I want clients to feel comfortable picking up the phone to discuss their plans, knowing that I’ll provide honest, strategic advice that aligns with their goals. Strong relationships are built over time, and by consistently delivering value, I aim for my clients to see me as a key part of their decision-making process.”

WORKING TOGETHER TO CREATE BETTER OUTCOMES

“I find immense satisfaction in working closely with clients and colleagues. For clients, the greatest reward is building a relationship where they trust my advice and view me as their go-to advisor. Seeing the impact of well-executed tax strategies—whether it’s protecting wealth, maximising opportunities, or ensuring a smooth business transition—is incredibly fulfilling.

From a team perspective, AAB fosters a highly collaborative environment. Success is never achieved in isolation; it comes from bringing together different expertise and working towards a shared goal. The way we support each other, from junior team members to senior leadership, sets AAB apart. There’s a collective drive to deliver the best for our clients, and that’s what makes working here so rewarding.”

OVERCOMING CHALLENGES TO DELIVER THE BEST TAX SOLUTIONS

“My approach to tax advisory is both proactive and commercial. I always look to be on the front foot, identifying opportunities and taking new ideas to clients. Tax planning is often time-sensitive, so ensuring that all parties—clients, colleagues, and third-party advisors—are aligned and working towards the same goal is crucial. I thrive on thinking ahead, structuring strategies that are not only compliant but also commercially advantageous.

One of the biggest challenges in tax advisory is delivering complex strategies within tight timeframes. Tax legislation is constantly evolving, and we need to ensure clients remain compliant while also maximising their tax efficiencies. By staying ahead of these changes and maintaining a strong network of advisors, I can help clients navigate the complexities with confidence.”

CLIENTS ARE OUR PASSION

“Our commitment to client success is at the heart of everything we do. Helping clients achieve their financial goals leads to trust, new opportunities, and ultimately a stronger business. This mindset influences my approach every day—I don’t just provide tax advice; I help clients make informed, strategic decisions that shape their future. When we focus on delivering real value, everything else—growth, success, and long-term relationships—follows naturally.”

AMBITIOUS GROWTH BRINGS EXCITING OPPORTUNITIES

“AAB’s growth trajectory is one of the most exciting aspects of being part of the team. Being part of its growth journey, contributing to its success, and playing a role in expanding our private client services is an opportunity I’m eager to embrace. Growth means new clients, new challenges, and new opportunities to develop innovative tax solutions. It’s a thrilling time to be part of AAB, and I’m excited for what’s ahead.”