Being a tax advisor supporting private clients means meeting people from all walks of life, truly understanding their challenges, and devising the appropriate strategy to obtain their outcomes. I enjoy the variety of my work and the opportunity to make a real difference to the lives of my clients.
I try to operate in an always-available manner, as the nature of my work often means things changing at the last minute and at any hour of the day.
With 40+ years of tax experience, first with HMRC and then within legal practice, I am extremely knowledgeable about the way the system works on both sides of the fence. I support trustees and individuals with their income tax, capital gains, and trust administration challenges.
You can’t be an expert in everything. Seek help when it’s needed.
Don’t try doing it yourself if you don’t know what you’re doing.
Listen. To your advisors, your lawyers, your friends, your family.
What is a trust?
An arrangement to provide for loved ones.
How much is it going to cost?
It will depend on a variety of factors, particularly on sources of income.
What is the capital gains tax allowance?
At the time of writing, it is £12,300, but it changes often so please check official sources.