Ross Badger | Satis Wealth Management

Professionally

Ross is one of the original Directors of Satis and continues to sit on the Board. Ross is also the main Director of Satis Tax, and acts as a trusted tax adviser to entire families, dealing with all aspects of their financial lives. This includes advice on family and personal tax affairs, family businesses, as well as accountancy and audit work. His expertise in international and offshore taxation enables clients to have a single point of contact for their UK and overseas taxation.

Due to his experience, Ross is adept at spotting financial planning needs for his clients and works closely with the Satis Wealth Planners to resolve these. He works particularly closely with Vall Wilkinson on US clients in the UK and continues to oversee the relationship throughout the process.

Personally

Ross acts as a charitable trustee for five charities, one of which is the Lotus Relief Charitable Trust who provide help in Cambodia with water well projects through its counterpart Tabitha Cambodia. Ross has set up five charities without the use of any professionals and undertakes the administration of all these trusts, prepares annual accounts and returns and assists with tax planning and claiming relief for both individuals and charities. He also assists in actually running and analysing projects.