Experience

Haines Watts

• United Kingdom
• Accounting
• 700 & Above Employee

• Tax Associate Partner

  • Jul 2020 - Present

  My role at Haines Watts is a tax advisory role for a variety of different entities, including businesses, individuals and trusts. I am also heavily involved in probate and estate work nationwide for clients of all sizes and complexity, assisting with their inheritance tax, estate planning and probate requirements. My role at Haines Watts is a tax advisory role for a variety of different entities, including businesses, individuals and trusts. I am also heavily involved in probate and estate work nationwide for clients of all sizes and complexity, assisting with their inheritance tax, estate planning and probate requirements.



Buzzacott

• United Kingdom
• Accounting
• 400 - 500 Employee

• Senior Manager

  • Oct 2019 - Apr 2020

  My role at Buzzacott was a short term role, focussed primarily on two key areas. The first of these was to design a Probate and Estate Administration offering and structure for the private client team. This involved dealing with clients on their respective probate, estate and inheritance tax issues but also creating internal initiatives to develop work and planning across the firm. The other main part of my role was technical tax advice for offshore trusts, their beneficiaries, settlors and protectors. It involved both preparing reports for clients, reviewing reports by junior members of staff and dealing with queries from clients and other departments. Other ad hoc roles I became involved in at my time at Buzzacott included advising on various tax issues for offshore companies, non-domiciled individuals, UK companies and UK individuals. Show less



Shipleys LLP

• United Kingdom
• Accounting
• 100 - 200 Employee

• Trust Director

  • May 2017 - Jul 2019

  My role at Shipleys is varied and interesting and is very much routed in helping clients meet their objectives. I have found that due to my diverse role and different specialisms I can help clients plan for every eventuality in the most efficient manner possible.My main responsibilities relate to the firm’s Trusts and Estates clients, where I oversee all Trusts and Estates, both UK and overseas. I take time in getting to know the clients so I understand their requirements.I continue to be heavily involved in the completion of Trust and Estate accounts and tax returns, primarily in a review capacity to ensure compliance and all planning opportunities are being utilised. I also specialise in IHT for both Trusts (IHT100 - Exit and Principal charges) and Estates (IHT205 and IHT400) including everything from advising on initial probate related tasks to forward planning to ensure the most tax efficient arrangement is used.My other main role relates to corporate clients, primarily in the media industry. I assist a large portfolio of clients with both their statutory accounts / audit requirements but also with Tax Credit claims and group structuring. I also deal with a number of Charities both Charitable Trusts and Charitable companies, where I complete different tasks varying from administering the charity in full to preparing accounts that comply with the Charity SORPs.Another area I deal heavily with is Pension schemes in particular FURBS where I offer tax advice regarding both pre and post A-Day schemes.Finally, through my Trust work I have developed a good understanding of the Automatic Exchange of Information legislation and advise clients and colleagues on FATCA / CRS / CDOT. Show less

• Trust Manager

  • Jan 2016 - Apr 2017

  My main role is currently managing a large portfolio of Trusts and Estates, both UK and overseas and completing their accounts and tax returns. Part of this role includes extensive investment related accounting and taxation due to the large investment portfolios held by the Trusts.Included in the above are a number of Charitable Trusts where I do different tasks varying from administering the charity in full to just preparing accounts that comply with the Charity SORPs.I also specialise in IHT for both Trusts (IHT100 - Exit and Principal charges) and Estates (IHT205 and IHT400) including everything from advising on initial probate related tasks to forward planning to ensure the most tax efficient arrangement is used.I also prepare the statutory and management accounts for a number of companies, predominantly in the film industry and advise clients and colleagues on FATCA. Show less

• Trust and Estates Accountant

  • Apr 2010 - Dec 2015



Miller & Co Chartered Accountants

• Luton

• Accounts Assistant

  • Apr 2006 - Mar 2010

  This was a general practice role where my roles included company accounts, audits, bookkeeping and VAT. My role was very varied and involved bookkeeping and accounting for large doctors surgeries and auditing a client with turnover of over £80 million. It was very much a client facing role and involved travelling to a large number of clients to prepare their accounts / audit. This was a general practice role where my roles included company accounts, audits, bookkeeping and VAT. My role was very varied and involved bookkeeping and accounting for large doctors surgeries and auditing a client with turnover of over £80 million. It was very much a client facing role and involved travelling to a large number of clients to prepare their accounts / audit.