Trust Tax Manager
I have worked at Monahan’s for nearly 27 years and my role is Trust Tax Manager in the Tax department. I have a portfolio of Personal Tax and Trust clients and I am mainly involved with Trust taxation.
I work in the Swindon office and my role has changed over the years. I have experience working in both Business Services and Audit which helped complement my AAT qualification. Upon joining the tax department in 1998, I completed my ATT qualification and have developed my trust knowledge and now specialise primarily in Trust Tax. I am responsible for preparing personal, Trust and Estate Tax returns and Trust accounts
Outside of work I enjoy spending time with my family.
Inheritance tax and capital gains tax implications upon creation and appointments out of Trusts Trust Registration Service Estates - period of administration tax returns Preparation of Trust and Estate Accounts Preparation of Inheritance Tax accounts for chargeable events reportable to HMRC – including Ten year anniversary and exit charge calculations
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