I have 20 years' experience working in trust tax and compliance. My areas of specialism are inheritance tax reporting together with income and capital gains tax compliance for trusts.
I am also involved in complex tax calculations for offshore trust companies, ensuring their tax compliance is brought up to date. I keep up to date with the current changes in legislation in this ever-changing field, ensuring our trustees are compliant with not only the UK tax compliance but also the Common Reporting Standard (CRS). CRS is legislation which has been brought into place to facilitate the exchange of information across different countries to reduce tax avoidance.
What inspired you to get into law?
I have always wanted to work with figures so completed my accountancy exams soon after leaving school. I quickly discovered that the trust tax system was complex and assisting trustees to ensure they were complaint is a very satisfying area.
Trusts involve a great understanding of the tax system which is constantly changing. I enjoy the challenge of ensuring that my knowledge is kept up to date.
What is the most rewarding aspect of your role?
I enjoy engaging directly with clients, explaining the nuances of the tax system and how this directly affects them as a trustee or beneficiary.
I also find it very rewarding when I work on a large project, such as the implementation of the Common Reporting Standard and the forthcoming Trust Register, and can be confident that all of the trusts are compliant.
What do you like about working at Irwin Mitchell?
Irwin Mitchell are a full service firm which enables me to provide my clients with the service they require. There are many opportunities available to me as the firm is forward thinking.
What do you do away from the office?
When I am not working I enjoy trying out new recipes on my family and friends, reading and going for long walks with my family.
I have had articles published in Tax Adviser magazine, the magazine provided to members of the association of taxation technicians and the chartered institute of taxation. The articles were Coming of Age which explained tax pools in trusts which was published in May 2013 and Going Paperless in November 2014.
I have contributed to the Law Society's new Inheritance Tax Planning Handbook. The handbook is edited by Irwin Mitchell's John Bunker and Anthony Nixon, with contributions from colleagues across our Tax, Trusts and Estates, Corporate, and Wealth Management teams.