Whether you have an investment portfolio, a rental property, share options through work or now fall into self-assessment due to the child benefit rules, completing your tax return can be overwhelming and stressful. We can help take the worry away by preparing your return, calculating your tax position and submitting the return to HMRC.
Capital Gains Tax (CGT) can apply when you sell or give away an asset. We can provide advice beforehand or calculate any tax as a result of a disposal, ensuring that all reliefs and exemptions are claimed.
Inheritance Tax (IHT) is a sometimes neglected area, however, there are a number of lifetime exemptions which can be used. We can review your situation and provide an estimate of any liability which might arise on death and ways that this may be mitigated or managed.
I am a member of the Association of Tax Technicians and completed the ATT exams in 2003.
I am a member of the Chartered Institute of Taxaxtion (CIOT) and completed my chartered tax advisor exams in 2004.
I completed the STEP exams in 2005.