20th March 2024
All Change!!
HMRC has today announced that it will no longer close its phone lines for 6 months a year See attached press...
Trusted Tax Advice
My aim is to help you navigate the complex world of tax. I believe in jargon-free explanations. I want my tax advice to be as easy as possible to understand and implement.
I am passionate about excellent client service and delivering good quality tax advice at a realistic cost.
Whether you are an individual or a professional adviser, I will deal with you personally from your initial enquiry to the completion of the work.
About me
I am a qualified tax professional with over 30 years’ experience and a fully qualified member of the Society of Trust and Estate Practitioners (STEP).
Throughout my career I have worked in accountancy firms across the North West and North East of England and also as a tax specialist for a large national and international law firm.
Who I help
I work with individuals, trustees, and executors. I also work alongside other fellow professionals including solicitors, financial advisers and accountants to offer specialist tax advice mainly in relation to trusts and estates.
Services I offer
With my vast experience working in both accountancy and law firms, I am well placed to deal with all your personal tax requirements.
From dealing with and listening to clients throughout my career, I understand they want their tax affairs to be dealt with accurately and on time, with minimum involvement or stress. The same also applies to fellow professionals who refer work to me.
My aim is to provide expert advice at a realistic cost. The services I offer include:
Income Tax
PAYE income, expenses, tax codes, overseas issues.
Self Assessment
All aspects of tax return preparation.
Property Tax
Rental accounts, HMRC disclosures, 60-Day CGT returns, SDLT.
Capital Gains Tax
Mitigation, sale of assets, overseas matters, trusts, and estates.
Inheritance Tax
Planning, gifts, exemptions, tax returns, estate registration.
Trusts
Income tax and inheritance tax returns, trust registration, tax advice & planning.
Tax Planning
Income tax, CGT, IHT mitigation, all aspects of trusts, and estates.
HMRC Enquiries
Disclosures, Let Property Campaign, Tax Investigations.
Why work with The Tax Angel?
- Over 30 years’ experience
- Same day response
- A single point of contact
- Jargon-free advice
- Deal with HMRC
- Transparent fees
- Trust and estate advice
Latest News
19th March 2024
HMRC to close phone lines for 6 months a year
HMRC has announced that it is suspending its phone lines over the summer period, which means that for a six month...
18th January 2024
The Death of the Probate Summary (Form IHT421)
From 17 January 2024, it will no longer be necessary to complete a ‘Probate Summary’ – Form IHT421 when applying for...
2nd January 2024
HMRC to receive details of sellers on Digital Platforms
From 1 January 2024, digital platforms such as EBay, Vinted, AirBnB, Depop to name but a few, will be required to...
26th October 2023
Is it Appropriate to Appropriate?
What is Appropriation? Appropriation is a decision made by the personal representatives to take an asset, or a share of an...
12th October 2023
What can the Trustees of a Non-Taxpaying Trust do when they have lost the Unique Reference Number for the Trust?
Did you realise that if a non-taxpaying trust which has been registered with HMRC has lost its Unique Reference Number (URN),...