Carolyn is a Senior Associate in the Tax & Trusts and Wills & Estates teams.
Having over 30 years’ experience as a taxation and trusts advisor, Carolyn is well placed to provide tax efficient, tailored advice and solutions to our clients, as well as dealing with all aspects of tax compliance for trusts, estates and individuals. Carolyn also dealt with the tax affairs of owner managed businesses for many years and therefore understands how business concerns may impact upon personal tax planning strategies.
In addition, Carolyn has in depth knowledge of inheritance tax planning, including using trusts; capital gains tax; personal, trust and estate taxation; trust administration including the preparation of annual accounts; and all aspects of tax compliance including completion of self-assessment tax returns, inheritance tax returns and HM Revenue & Customs Trust Registration Service.
Recent examples of how Carolyn has supported clients include:
- dealing with an appointment of a share of a property outside of an estate prior to a sale in order to reduce a capital gains tax liability;
- providing an inheritance planning review to a couple who had recently sold a business to provide options to mitigate future inheritance liabilities; and
- liaising with trustees in respect of beneficiary requests for trust distributions in order to advise of the potential tax consequences, availability of trust assets and any required documentation.