Fiona Green

Fiona specialises in personal Income Tax, Capital Gains Tax, taxation of trusts, taxation of deceased estates, and Inheritance Tax applicable to trusts.

Fiona works with personal tax clients, beneficiaries of deceased estates, beneficiaries of trusts, personal representatives, executors, and trustees.

She has particular expertise in identifying relevant sources of income and gains and to advise on the tax consequences, together with liaising with HMRC, and providing guidance on procedures and deadlines.

She also advises on accurately recording transactions in estate accounts so that a more meaningful and complete picture is provided to beneficiaries and executors.

Fiona also ensures that tax deadlines are met and clients are fully advised of liabilities, and advises on the tax consequences of proposed transactions such as transfers in and out of trust, considering appointments from estates or other family gifts.

Fiona has assisted in bringing Inheritance Tax affairs up to date for a number of relevant property trusts, and has helped personal tax clients to make disclosures of previously undeclared tax to HMRC.

Examples of Fiona’s work include:

• Assisting in reconciling and finalising estate accounts, quantifying Income Tax and Capital Gains Tax due during the administration of estates, and quantifying Income Tax due to date of death.
• Preparing calculations of Capital Gains Tax arising on the disposal of residential property.
• Preparing detailed Inheritance Tax calculations for relevant property trusts where they have not been compliant to bring matters up to date with HMRC.