Approach to work

My approach to work is to be proactive to ensure that the filing deadlines are met, clients kept informed of progress and any tax planning opportunity arising is conveyed correctly. This approach ensures the returns are completed well before the due date, so that clients can arrange their financial affairs effectively.

My role is not just filling in forms when it comes to Inheritance Tax, I look beyond this to see if any tax planning opportunities may reduce each client’s Inheritance Tax bill. With careful planning, a tax-efficient Will can be drawn up to avoid the cost of a deed of variation.