About
Rachel is a chartered accountant and trust manager in the Trust and Tax team, having joined the firm in 2014. Her main focus is with trust management work and personal self assessment tax returns.
Experience
- Personal self assessment tax returns: Preparing tax returns for high net worth individuals, including property income accounts, capital gains tax computations and non UK residence considerations.
- Trust management work: Work for a wide range of family trusts including discretionary trusts and life interest trusts. Preparing trust accounts, tax returns, R185s for beneficiaries and attending annual trustee meetings.
- Trust tax work: Preparing inheritance tax returns and calculations. Advising trusts regarding the HM Revenue and Customs Trust Register obligations.
Credentials
- Qualified as a Chartered Accountant, Institute of Chartered Accountants in England and Wales (ICAEW) 1991. ACA and FCA
- Qualified as Chartered Tax Adviser, Chartered Institute of Taxation (CIOT) 1992. CTA
- Qualified as Trust and Estate Practitioner, Society of Trust and Estate Practitioners (STEP) 2013. TEP