Tax Manager - Tax and Private Client

Anita is a member of the Association of Taxation Technicians and is able to offer our clients a comprehensive range of tax and accounting services. Anita can help you plan and manage your tax affairs to help minimise tax liabilities and offer advice where tax savings could be made. Anita will complete tax returns and deal with H M Revenue & Customs on your behalf.

Anita is also responsible for the general administration of a number of trusts, assisting with the administration of estates, dealing with executors, trustees and beneficiaries. Anita can offer assistance with finalising lifetime tax affairs, preparation of trust and estate tax returns and accounts.

Anita has built up a considerable portfolio of personal clients and trust matters, advising on a variety of aspects from benefit claims and tax credits to complex personal and trust tax issues.

• Self Assessment tax returns for individuals, trusts and estates
• Income Tax Repayment claims
• Inheritance Tax calculations and preparation of IHT forms
• Capital Gains Tax advice and calculations
• Revenue enquiries
• Production of Trust and Estate accounts
• Deputy reports for Office of Public Guardian