How can I help you?
I am a part time member of the team of accountants in our Bishop’s Stortford office. Furthermore, I assist individuals, trustees and executors with their accounting and UK tax compliance duties. I can provide advice on Income Tax, Capital gains tax and Inheritance tax and a variety of tax planning opportunities for you.
Delivering what you really need
I specialise in personal tax compliance, completing individuals self assessment tax returns in a friendly efficient manner. I will tailor my service to suit your needs. If you are a busy individual who has neither the time nor inclination to deal with the self assessment system I can communicate with you via e-mail and telephone to ensure your obligations to HMRC are satisfied. At the other end of the spectrum if you find the self assessment system daunting and worrisome I can visit you at home to help you decipher the paperwork required to complete your tax return and communicate with HM Revenue & Customs directly on your behalf so you no longer need to worry.
We understand that when you sit down to review your tax affairs if you have a question it is important for you to be able to speak to someone while the numbers are fresh in your mind. This is where our work as a close team provides additional benefits as, although you will deal with the same accountant on a day-to-day basis, if for any reason they are unavailable another member of the tax team will be able to help.
Our long history and experience with the large volume of trusts we manage makes our expertise invaluable to new trustees. We have strong working relationships with local estate agents and most major third party stockbrokers including our own Tees Financial. These links enable us to actively manage the accounting and tax planning aspects of your trust, settle tax bills on your behalf and advise on the most tax efficient ways to achieve the trust’s goals.
What else should you know?
I am a member of the Institute of Chartered Accountants (ICAEW). I have been part of the tax team which forms part of the wider Wills, Trust, Tax & Probate team for more the nine years.
We currently manage a number of charitable trusts and we are able to provide assistance and solutions to a wide range of the more complex administrative and accounting burdens faced by these trustees.