I work as a private client chartered tax advisor, specialising in inheritance tax and the taxation of trusts.
I advise clients about their succession and estate planning, as well as the potential mitigation of future inheritance tax on death.
I also provide advice on the tax consequences of certain transactions, for example the disposal of a house or the making of distributions to a beneficiary.
My clients include private individuals and trustees of UK trusts. As well as providing tax advice, I also deal with compliance matters – such as the preparation of annual self-assessment tax returns and annual trust accounts.
I joined Moore Blatch in October 2017 (now Moore Barlow, May 2020) and qualified with Grant Thornton. I have a degree in accountancy.
Accreditations & Memberships
- Association of Taxation Technicians
- Chartered Institute of Taxation
- Society of Trust and Estate Practitioners