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.

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.