Chartered Accountants & Business AdvisersProviding private client services to high net worth individuals and business owners, services include :- • Personal tax• Capital gains tax• Probates• Trust administration• Tax planning via wills• Lifetime tax planning• Ad hoc / special projects

Tax & Private Client Manager Client base includes • HNWIs with wide ranging income sources and capital gains tax issues• Personal Tax• Probates• Trust administration• Tax planning via wills• Lifetime tax planning• Lasting Powers of Attorney• Court of Protection and Deputy ships• Ad hoc / special projects

• Portfolio of two hundred clients, predominately high net worth individuals with investment portfolios, extensive capital gains, trust income, business interests and inheritance tax planning issues • Other clients are limited companies, trusts and payroll cases • National client base• Responsible for portfolio billing and debtors• Authority to pay tax liabilities etc from client accounts• Investigation cases• Strategic planning• For CPE points Rathbone’s arrange in… Show more • Portfolio of two hundred clients, predominately high net worth individuals with investment portfolios, extensive capital gains, trust income, business interests and inheritance tax planning issues • Other clients are limited companies, trusts and payroll cases • National client base• Responsible for portfolio billing and debtors• Authority to pay tax liabilities etc from client accounts• Investigation cases• Strategic planning• For CPE points Rathbone’s arrange in house training via Marion Hodgkiss and I also attend CCH, Trust/Tax courses externally on a quarterly basis Show less

• Managing department and personnel. • High net worth clients: Directors, partnerships, sole traders etc. Total portfolio of 500+ clients• Managing all self-assessment deadlines• Control of corporation tax deadlines for CT payments and CT 200/CT 600• Oversee payroll processing for 20 clients• Completion of forms P11D, benefits in kind and class 1A charges• Working closely with financial services department and identifying tax planning opportunities• Continued… Show more • Managing department and personnel. • High net worth clients: Directors, partnerships, sole traders etc. Total portfolio of 500+ clients• Managing all self-assessment deadlines• Control of corporation tax deadlines for CT payments and CT 200/CT 600• Oversee payroll processing for 20 clients• Completion of forms P11D, benefits in kind and class 1A charges• Working closely with financial services department and identifying tax planning opportunities• Continued professional education provided by Sterling Professional Services. Attending Seminars which include quarterly Tax updates and annual budget reviews Show less

• High net worth clients, directors, partnerships sole traders’ etc. Setting up a new department and handling marketing initiatives through seminars and press coverage, informing existing and new clients brought about through self-assessment • The above was supported by an information pack, created and written by myself and distributed to over six hundred people• Completion and submission of self-assessment returns, calculating liabilities and payments on account• P11ds, P35s and… Show more • High net worth clients, directors, partnerships sole traders’ etc. Setting up a new department and handling marketing initiatives through seminars and press coverage, informing existing and new clients brought about through self-assessment • The above was supported by an information pack, created and written by myself and distributed to over six hundred people• Completion and submission of self-assessment returns, calculating liabilities and payments on account• P11ds, P35s and all aspects of PAYE Show less

• Varied portfolio of high net worth clients made up of directors, sole traders and partnerships and retired professionals• General duties: dealing with daily correspondence and liaising with clients to agree their specific requirements. Plan annual workload to meet deadlines• Completion of tax returns, calculating income tax, CGT and any other liabilities e.g. Sec 149 charges and tax planning• Completion of forms P11D, calculating benefits in kind and class 1A charges Operation of… Show more • Varied portfolio of high net worth clients made up of directors, sole traders and partnerships and retired professionals• General duties: dealing with daily correspondence and liaising with clients to agree their specific requirements. Plan annual workload to meet deadlines• Completion of tax returns, calculating income tax, CGT and any other liabilities e.g. Sec 149 charges and tax planning• Completion of forms P11D, calculating benefits in kind and class 1A charges Operation of payroll for several clients• Attend seminars hosted by the Inland Revenue, DSS and larger firms with which we are associated.• Taking responsibility for managing the office when managing partner was absent Show less

• On promotion I was transferred to London. Manager of PAYE section. I was responsible for supervising four groups of Tax Officers and a clerical support team

• Working as a team leader, with eight people, mainly responsible for processing of PAYE documents liasing with employers. Examining forms P11D, calculating tax liabilities and processing underpayments via the Collector of Taxes• Undertook additional responsibilities as relief officer in Southampton, Birmingham and London districts to assist in clearing arrears