Chartered Tax Advisor
I am a chartered tax advisor, having qualified with Grant Thornton. Inheritance tax and the taxation of trusts are the two main areas of tax that I have since specialised in, and linked to this I am also a member of STEP. I joined Moore Blatch in October 2017.
I help clients with succession and estate planning, to include the potential mitigation of future inheritance tax on death. I also advise on the tax implications of certain events that will or have occurred, or transactions that a client either wishes to undertake, or has undertaken.
I have assisted a number of trustees in relation to inheritance tax ten-year charges and exit charges, both from an advisory angle and a compliance angle. Equally, I have much experience in preparing annual tax returns and accounts for trustees, and advising them in relation to the tax consequences of making distributions to beneficiaries. I have also advised individuals in relation to their current personal inheritance tax exposure, whilst providing them with options to consider that could reduce such exposure if implemented.
I also have experience with preparing annual tax returns for both individuals and executors, together with accounts for the latter covering the period of administration.
I am an avid follower of sports, in particular football, cricket and tennis. I am a Southampton FC season ticket holder and a Hampshire CCC member. Many an hour is spent watching my beloved teams!
Association of Taxation Technicians
Chartered Institute of Taxation
Society of Trust and Estate Practitioners
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