My experience
I am a Tax & Trust Manager within the Trusts & Estates team. I have a wealth of experience in personal tax, gained from working for national and independent accountancy firms over the last 30 years. I advise on:
- Personal tax compliance and advisory, including capital gains tax for high net worth individuals.
- Trust and estate tax compliance, trust registrations.
- Inheritance tax compliance.
This includes the preparation of annual self-assessment tax returns, including supporting schedules and tax computations, identifying any tax planning opportunities. Advising on UK Capital Gains Tax Declarations and completing the required online returns as necessary. Also, I am able to assist with HMRC enquiries and UK/Worldwide disclosures of undisclosed income.
I can assist with the preparation of inheritance forms, dealing with exit charges and 10 year anniversary charges.
I am a fellow member of the Association of Tax Technicians (ATT)