Karen Morrison
Associate/Head of Personal Tax at Milne Craig CA- Claim this Profile
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Bio
Roger Campbell
Karen provides an excellent service to her clients. She has a great 'can-do' attitude to her work and built up a good rapport with both her clients and colleagues.
Raymond Henry
I worked with Karen at Scott-Moncrieff and found her tax knowledge to be first class. Always delivered in a cheery way. Scott-Moncrieff's loss is W White & Co's gain!
Roger Campbell
Karen provides an excellent service to her clients. She has a great 'can-do' attitude to her work and built up a good rapport with both her clients and colleagues.
Raymond Henry
I worked with Karen at Scott-Moncrieff and found her tax knowledge to be first class. Always delivered in a cheery way. Scott-Moncrieff's loss is W White & Co's gain!
Roger Campbell
Karen provides an excellent service to her clients. She has a great 'can-do' attitude to her work and built up a good rapport with both her clients and colleagues.
Raymond Henry
I worked with Karen at Scott-Moncrieff and found her tax knowledge to be first class. Always delivered in a cheery way. Scott-Moncrieff's loss is W White & Co's gain!
Roger Campbell
Karen provides an excellent service to her clients. She has a great 'can-do' attitude to her work and built up a good rapport with both her clients and colleagues.
Raymond Henry
I worked with Karen at Scott-Moncrieff and found her tax knowledge to be first class. Always delivered in a cheery way. Scott-Moncrieff's loss is W White & Co's gain!
Credentials
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CTA
Chartered Institute of Taxation (CIOT)Nov, 1991- Sep, 2024 -
CA
ICAS - The Professional Body of CAsSep, 1990- Sep, 2024
Experience
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Associate/Head of Personal Tax
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Mar 2020 - Present
New role commencing Monday 23rd March 2020. New role commencing Monday 23rd March 2020.
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Campbell Dallas
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United Kingdom
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Investment Banking
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Director
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Oct 2016 - Mar 2020
Tax director in the Kilmarnock office, involved in tax advice and overseeing all tax compliance Tax director in the Kilmarnock office, involved in tax advice and overseeing all tax compliance
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Tax Director
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Oct 2013 - Sep 2016
Responsible for all tax matters arising for all of our clients - both compliance and advisory. Responsible for reviewing all CT returns and all income tax returns. Involved in tax planning - CGT, IHT, income tax and corporation tax. Advise on business start ups and which business medium to choose. Types of clients include manufacturing companies, security companies, construction industry companies, financial advisory companies, Friendly Societies, charities, doctors, dentists, wealthy individuals, property owners, non-residents etc Show less
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W White & Co
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1 - 100 Employee
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Tax Manager
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Sep 2012 - Sep 2013
Involved in all tax matters for clients including individuals, sole traders, partnerships and companies Involved in all tax matters for clients including individuals, sole traders, partnerships and companies
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Scott-Moncrieff
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United Kingdom
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Legal Services
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1 - 100 Employee
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Senior Tax Manager
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Feb 2006 - Aug 2012
I was offered a permanent role and a promotion at the end of my temporary position. Involved in personal tax consultancy as well as personal tax compliance. Advised on IHT, CGT, income tax. Had a large number of clients with let property. Reviewed tax returns prepared by the more senior members of the personal tax department and assisted staff members with technical queries on tax returns. From time to time, worked in the Edinburgh office - on a mixture of advisory and compliance related work. Was heavily involved in a major tax enquiry case and attended several meetings with HMRC- involving CT, DLA, BIK, income tax. Show less
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Tax Manager
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Nov 2005 - Jan 2006
Mixture of personal tax consultancy and personal tax compliance. Temporary role to cover maternity leave. Involved in the review of tax returns prepared by others and in the preparation of the more complex tax returns. Helped to bring the compliance cases up-to-date.
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Ernst & Young
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China
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Accounting
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700 & Above Employee
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Tax Manager
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Aug 1987 - Oct 2005
Started my CA training with Arthur Young, which merged to become Ernst & Young. Moved from Audit to personal tax after 3 years. Worked on a variety of personal tax clients. Responsible for my own portfolio of wealthy clients. Preparing tax returns and advising on tax planning. Client facing role. Became a member of the Landed Estates Group and became more involved in clients with farms and landed estates, and some with large trusts. Progressed to manager and reviewing work of junior members of the team. Was involved in implementing Profit Related Pay schemes for many clients. With the advent of Self Assessment and the processing centre in Newcastle, my role became one of mainly advisory. Role encompassed CGT and IHT planning for a variety of clients. Was involved in annual planning meetings for large estate owning clients and held trustees meetings for the large trust clients. Remained in personal tax until I left in 2005 Show less
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Education
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1983 - 1987
Strathclyde University
BA (Hons), Accounting and Operational Research -
1977 - 1983
Larkhall Academy
2 CSYS in Maths, 7 Highers, 8 O Grades
Community
