I am a Trainee Tax Adviser in the Private Wealth team and I assist in providing a full, bespoke, tax compliance service for a wide range of individuals, trusts and estates.

I help to manage a broad portfolio of clients and I am responsible for the preparation of most tax returns and income tax repayment claims. I deal with all aspects of compliance and liaise with HM Revenue & Customs and other third parties as required.

Examples of individuals I represent include landlords, high-net-worth individuals, sole traders, partners, beneficiaries of trusts and taxpayers with residency issues and/or foreign income.

My team also provides tax consultancy advice for both UK and international clients with multi-jurisdictional tax affairs, in respect of tax efficient personal wealth planning in the UK.

Recent experience

Calculating a client’s annual allowance for tax relief on pension savings; advising on the maximum pension contributions permitted to be made in the current tax year before incurring a charge to income tax on excess contributions

Assisting with Annual Tax on Enveloped Dwellings (‘ATED’) Returns and ATED Capital Gains Tax (‘CGT’) Returns: completing and submitting ATED & ATED CGT Returns for companies that own or have disposed of a UK residential property valued at £500,000 or more and advising on the ATED annual charge or CGT payable

Assisting with Non-Resident Capital Gains Tax (‘NRCGT’) Returns: processing and submitting NRCGT Returns for Non-UK Resident individuals who have disposed of a UK residential property and advising on the amount of tax payable

Advising on Disposal of Enterprise Investment Relief (‘EIS’) shares: helping to evaluate and calculate the tax consequences of a disposal of EIS shares where EIS deferral relief and income tax relief had originally been obtained on the subscription of the shares. The EIS shares were sold at a loss and therefore it was also necessary to consider whether a s.131 claim i.e. setting the loss against the client’s income, rather than capital gains would be beneficial to their particular circumstances