OUR TEAM

Julie provides taxation assistance for individuals, trusts and estates. She has worked within the tax profession for over 20 years advising on Income Tax and Capital Gains Tax. She offers advisory and compliance help for clients to assist them with the completion of their tax returns, both self-assessment and otherwise, ensuring successful navigation of current tax legislation and HMRC guidelines.

She also deals with the taxation aspects of trusts and estates, including the Trust Registration Service (TRS) ensuring trustees and executors comply with the reporting requirements to both HMRC and their beneficiaries. She provides a full Capital Gains Tax service and supports our residential property clients with their 60 Day CGT Tax Return.

QUALIFICATIONS CTA
QUALIFIED 2003
JOINED 2017

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Call us for free on 0330 159 5555 or complete our online form below to submit your enquiry or arrange a call back.