- The Institute of Chartered Accountant in England and Wales (ICAEW)
- Chartered Institute of Taxation (CIOT)
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
- Personal tax services and advice, including complex tax returns
Jane is authorised to undertake non-contentious probate work for clients. Jane and her team will work closely with the executors of the estate and provide professional support through to the end of the administration period. Jane also advises on the Inheritance Tax implications of an estate.
IHT and Estate Planning
Jane is specialised in advising on inheritance tax planning in order to work with the client to advise on the options to manage, reduce or eliminate a future inheritance liability, including the set up and use of Trusts.
Residence & Domicile Rules
Jane is experienced in tax planning for those coming to or leaving the UK (pre arrival and pre departure planning). In particular navigating the statutory residence test, dual residence issues and double tax treaty interpretation. Jane also advices on domicile issues including the taxation with regards to non-domiciled clients.
Jane provides advice on a wide range of personal tax services, specialising in complex tax returns with overseas matters, capital gains and partnerships. In addition, she is experienced in dealing with historic tax returns, such as using the worldwide disclosure facility. She also has experience in working with individuals holding cryptocurrencies – an exciting and ever-changing area of tax law.
“I think you and your team have done an outstanding job for me in filing , dealing and obtaining the refund. Many, many thanks.”
A PERSONAL TAX CLIENT
Jane is a keen runner, having completed a number of marathons, and road cyclist and embraces a new physical challenge.
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