Managing all taxation affairs, family office and ad hoc matters for a wealthy family including dealing with UK and offshore trusts, tax mitigation, preparing trust accounts, liaising with family advisors/trustees in UK and abroad and much more.

Part-time two days per week from November 2009 advisory/planning role, one of projects, new client development, dealing with wealthy client's planning.Previously:•Portfolio of high net worth client’s, partnerships and Trusts including one on one meetings with client's.•Tax mitigation planning, Capital gains, IHT planning, Tax Investigations, Trust taxation/accounts, overseas aspects.•Partnerships taxation.•Overseas issues such as residency and domicile, dealing with clients leaving and coming to the UK, remittances, employees seconded to UK or to overseas, CGT planning on UK assets whilst abroad, Annual Tax on Enveloped Dwellings and Non-resident landlords.•Prepared notes for and presented seminar on the new Non-domiciled rules for remittances, for the Belgium and Luxemburg Chamber of Commerce and the Banque Transatlantique.•Dealt with a German partnership (wind farm) with German investors requiring UK composite Tax Return.•Company taxation, reviewing CT calculations, preparing CT600’s, extracting profits (dividends v salary), R & D Claims, group loss claims, company winding up.•Trust accounts.•Assisting and advising partners on various tax and planning issues.•Training new seniors.•Supervising/reviewing P11D annual compliance work.•Dealing with payroll issues, benefits in kind, directors NIC, employees seconded to UK or abroad

•Tax planning for wealthy clients, including use of film schemes (active and non-active), Enterprise Zone Syndicates, Enterprise Investment Schemes and other tax efficient investments. Meeting clients and potential investors.•Inheritance Tax planning for wealthy individuals.•Managing staff, reviewing work, running training sessions for tax seniors.•One-off planning projects including transfers to LLP’S.•Review of corporation tax computations and dealing with issues arising there from.•Involved in HMRC enquiry into a film partnership LLP.

•Joined as senior and rising to Supervisor.•OMB’s, Partnerships, High net worth individuals, Lloyds Underwriters.•Planning for retirement, capital gains, IHT, partnerships and overseas aspects.•Manager for department Tax software. •Secretary to a charitable Trust.•Managing an 80 plus partner firm of solicitors with offices in UK and abroad, dealing with partner’s affairs as well as the partnership and tax reserves.•Prepared literature for all London firm’s clients for introduction to Self-assessment.

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