HomeOur People Helen Glatter

Helen Glatter

Chartered Accountant, Wills, Trusts and Probate

Email me

01202 339041

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

Preparation of Self Assessment Tax Returns and Tax Repayment Claims for individuals to confirm any income tax or capital gains tax liabilities and obtain any tax repayments that may be due as well as meeting HM Revenue & Customs filing requirements;
Preparation of Trust accounts and Self Assessment Tax Returns to confirm any tax liabilities and meet HM Revenue & Customs filing requirements along with dealing with other regulatory commitments such as completion and maintenance of the Trust Register
As part of the Winding up of Estates process, dealing with an individuals tax obligations up to the date of death and during the Period of Administration and obtaining confirmation from HM Revenue & Customs that the lifetime and administration tax records may be closed so that the estate can be distributed.

Case Study

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.

Areas of Expertise

Preparation of Self Assessment Tax Returns and Tax Repayment Claims for individuals to confirm any income tax or capital gains tax liabilities and obtain any tax repayments that may be due as well as meeting HM Revenue & Customs filing requirements;
Preparation of Trust accounts and Self Assessment Tax Returns to confirm any tax liabilities and meet HM Revenue & Customs filing requirements along with dealing with other regulatory commitments such as completion and maintenance of the Trust Register
As part of the Winding up of Estates process, dealing with an individuals tax obligations up to the date of death and during the Period of Administration and obtaining confirmation from HM Revenue & Customs that the lifetime and administration tax records may be closed so that the estate can be distributed.

Salisbury

London Road
Salisbury
Wiltshire
SP1 3HP
01722 412512

Southampton

The Pavilion
Botleigh Grange Business Park
Southampton
SO30 2AF
023 8032 1000

Poole

Merchants House
Vanguard Road
Poole
BH15 1PH
01202 673071

Bournemouth

Space House
22-24 Oxford Road
Bournemouth
BH8 8EZ
01202 338585

Winchester

Sheridan House
40-43 Jewry Street
Winchester
SO23 8RY
01962 670677

London

HQ Bloomsbury
4/4a Bloomsbury Square
London
WC1A 2RP
02045 494418
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