Claire has worked with Delia Orme for over 30 years supporting her in the delivery of tax consultancy services including work with family clients, private client advisory matters, Power of Attorney and Probate matters. Claire provides personal tax compliance services to clients including preparing Tax Returns and liaising with HMRC when queries arise. Claire is responsible for the preparation of personal tax returns for 80 clients, provides advice on personal tax matters generally, and can also assist with the preparation of capital gains tax calculations and returns.
Claire assists in Delia Orme and Jane Thackstone in probate matters by assembling and checking the deceased’s financial information and sensitively corresponds and talks to clients throughout the process. Claire will also assist with the administration of the estate once probate has been granted by collecting the assets, settling any liabilities of the estate and making payments to the beneficiaries.
Claire enjoys live music events and musical theatre.