I specialise in advising clients on all aspects of trust and estate tax compliance, accounting and administration. Over the years, this has extended to Inheritance Tax planning and reporting, offshore trusts and structures, and personal tax compliance. With the introduction of non-resident Capital Gains Tax, Annual Tax on Enveloped Dwellings (ATED) and ATED-related Capital Gains Tax, I have provided assistance to clients with their ongoing compliance as well as fulfilling their reporting obligations on the disposal of properties or de-enveloping of structures.
I joined the firm in October 2013, having spent eight years at Coutts & Co in their trusts and estates department before moving to the private client team at Crowe Clark Whitehill as a Trust Manager, where I spent a further five years.
I am a full member of STEP (the Society of Trust and Estate Practitioners) and an affiliate member of ACIE (The Association of Charity Independent Examiners).
Are you ready for Annual Tax on Enveloped Dwellings (ATED) reporting?ATED was introduced with effect from 1 April 2013, and for the reporting period starting 1 April 2018 a return will need to be filed by all “non-natural” persons (eg companies) owning UK residential...