Trusts

Delia has been advising private clients and businesses for over 30 years on a wide range of taxation issues. As a Chartered Accountant and Chartered Tax Advisor Delia provides inclusive personal and business tax advice that helps clients plan for the future.

When advising business owners on their strategy, financial affairs and tax matters Delia treats the business as part of the owner’s overall financial picture. Clients have the reassurance of knowing that their tax planning is in capable hands and that they receive thought out advice that is specific to them; integrating every aspect of their lives.

Delia provides a wide range of personal tax advisory services to ensure that they pay no more tax than they need to, whilst helping protect and pass on their wealth to the next generation. Trusts are often useful for passing on family wealth whilst staying in control, but they are very complex vehicles from a tax and legal perspective.

Working with business owners Delia advises on tax strategies and tax compliance matters. By providing a clearer tax and financial plan for the entrepreneur shareholder, Delia guides them in growing their business.
Delia has many years of experience advising individuals on the personal tax implications of moving to and from the UK, including the tax treatment of non doms and residency status. Where employment can be based in one or more overseas locations and often there are UK assets such as property to consider, Delia advises individuals to help them remain both compliant and tax efficient.

There are times when clients need to unravel complex arrangements, often when separating business or personal relationships, and these have a tax impact. Delia is experienced in advising on the tax implications and tax calculations surrounding divorce. Her expertise is in thoroughly investigating the financial information available and producing robust reports to withstand scrutiny.

When working with businesses Delia advises on a wide range of areas including

• Corporate restructuring
• EIS and SEIS
• Research and Development Tax Relief (R&D)
• Transactions
• M&A activity
• IR35
• Probate

Typical projects that Delia advises on include:

• Maximising net spendable incomes for entrepreneurs
• Property investment and development structures
• Stamp Duty (SDLT)
• Passing on family wealth through Will and Inheritance Tax Planning
• Capital Gains Tax Planning on a variety of assets
• Tax expert witness
• Advising clients moving into or out of the UK for business or personal reasons.
• Tax treatment of non dom and resident status

Delia’s attention to detail in every assignment; her experience in the practical application of tax rules; and dedication to client care mean that clients have no hesitation referring her to their friends and family as a trusted advisor.

Jane is a qualified Chartered Tax Adviser and Chartered Accountant.  She has over 20 years’ experience providing tax advice, planning and compliance services to High Net Worth individuals, families and Trustees.

Jane advises on a wide range of areas but specialises in:

• Inheritance/estate tax planning
• Residence issues around the statutory residence test
• Probate
• Personal tax services and advice, including complex tax returns

Gerry is a Chartered Tax Advisor and Fellow of the Association of Taxation Technicians. He has over 30 years of experience in all aspects of private client tax. Gerry works with a wide range of clients, including high net worth individuals in all areas of personal tax including compliance and tax planning.

Gerry has expertise in the taxation of private businesses and partnerships, all aspects of personal income (including UK and non-UK landlords) and capital gains, and inheritance tax matters.

In addition, Gerry has a special expertise, coupled with extensive experience, of advising our clients about the implications of tax residency and domicile matters according to individual and personal circumstances in order to enable tax efficient outcomes.

Gerry is recognised for his ability to build strong relationships with his clients to really understand what is important to them and their families, which enables the best possible support and advice that works for the long term. He takes a proactive approach and provides our clients with clear advice on the complex UK tax rules as they impact their financial transactions.

Gerry also works with colleagues across the world through connections in our international network, Alliott Global Alliance when there are cross-border issues.