Rosemary
Loughran

Who I help

Sole Traders. Partnerships. High Net Worth Individuals. UK And ROI clients.

How I help

Capital Gains Tax. Property disposals. Income Tax returns.

“I am motivated to go the extra mile to ensure my clients feel supported.”

Rosemary Loughran is a Private Client Assistant Manager based in our Newry Office. She acts as a trusted advisor to clients navigating the complexities of UK and Irish personal tax matters. With a deep understanding of cross-border tax issues, Rosemary has dedicated her career to ensuring that clients not only meet their tax obligations but also maximise opportunities for strategic tax planning. Her meticulous approach to compliance and her commitment to personalised service have made her an invaluable asset to the firm and her clients alike.

Specialising in cross-border tax compliance and planning, Rosemary oversees the entire compliance process, ensuring clients fulfil their filing obligations with precision and accuracy. Her extensive knowledge of tax regulations across the UK and Ireland allows her to provide nuanced advice that accounts for the intricacies of both jurisdictions. By combining technical expertise with a client-centric approach, she helps clients make informed decisions that align with their broader financial goals.

Building Trust With Clients

“A successful client relationship is built on trust. I take the time to understand my clients’ personal situations and future goals, anything that could impact their tax liabilities or create planning opportunities. My clients need to trust that they can share that information with me, and that we will offer tailored advice that provides true value.”

Collaborative Solutions

“I am committed to delivering comprehensive, accurate solutions, even if that means reaching beyond my immediate expertise. Within the AAB Group, I have access to a network of seasoned professionals across various tax specializations, ensuring that clients receive the best answers to complex queries. This collaborative approach means that I’m never hesitant to seek additional insights within our team to resolve client questions thoroughly and promptly. Our clients deserve the full benefit of the AAB team’s collective knowledge, and I’m proud to facilitate that.”

Supporting Clients and Colleagues Alike

“In addition to supporting my clients, I am dedicated to being a resource for my colleagues. Over the years, I have built long-standing relationships with clients who trust my judgment, and I strive to extend that same support to my team. I believe that knowledge is meant to be shared, so I am always ready to pass on what I know to help others develop their own expertise. Whether it’s training a colleague on a complex tax issue or assisting them in finding the right approach with a client, I am committed to fostering a collaborative and supportive work environment.”

Flexible Communication Tailored to Client Preferences

“Different clients have different communication preferences, and I make it my mission to adapt to their needs. For some, an email or phone call is sufficient to keep everything on track, while others prefer the reassurance of an in-person meeting. I find that being flexible and responsive to these preferences is key to building strong client relationships. By offering a mix of virtual and hands-on communication, I can make sure clients feel heard, understood, and confident about their tax situation. Personal meetings, in particular, can offer clients peace of mind, especially when navigating complex or unfamiliar issues.”

Staying Informed in a Rapidly Changing Field

“Tax legislation is always evolving, and staying current is essential to my role. I dedicate time to continuous learning, ensuring that I am up-to-date with all aspects of UK and Irish personal tax, VAT, and PAYE. This commitment to professional development allows me to advise clients with accuracy and insight. Being proactive about these updates means I can also anticipate potential challenges or opportunities, equipping clients with the foresight needed to navigate their obligations confidently.”

A Passion for Client Success

“Clients are my passion. Every day, I am motivated to go the extra mile to ensure my clients feel supported and informed. I pride myself on being accessible and approachable, always available to address concerns or answer questions. The relationships I have built with clients over the years are based on mutual respect and trust. Knowing they rely on my expertise and judgment is something I value deeply, and I am committed to maintaining those connections for the long term.”