I am a Chartered Accountant working within the Private Client Team. Based in Poole, I advise other members of the team on taxation matters.
I also assist other teams where taxation is believed to be an issue. For example, I often work with the Residential Property Team by assisting with the computation of capital gains tax arising from the sale of properties and the reporting of letting income that has been previously undisclosed to HM Revenue & Customs.
Areas of Expertise
After receiving advice from the Department of Work and Pensions that a deceased client’s State Pension had been significantly underpaid for several years, I obtained agreement from HM Revenue & Customs to allocate the pension to the year in which it should have been paid, this saving the beneficiaries a significant income tax liability.
Away from the office
I live with my husband and daughter in Poole, and enjoy all types of needlework and sewing, as well as acting as Treasurer for my daughter’s School Parent Teacher Association.