Funding Advisory Hub

Bishop Fleming Funding Advisory Service

Our Funding Advisory Hub, curates insights and expertise together in one place, to assist your company in raising finance.

What sets Alice apart?

Alice is an Executive in the personal tax, trust, estate planning and probate teams, helping a wide variety of clients with their personal affairs alongside trust and probate services.

Alice has recently finished her studies and is now ACA Exam Qualified.  Following a career change Alice has a wealth of life experience and is always happy to help and provide guidance to support individuals, families, and trusts.

Alice's service expertise

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Personal Tax

 

  • Advising clients on trust taxation.
  • Advising on capital gains tax liabilities, including planning.
  • Advising clients on estate planning.
  • Assisting clients with HMRC enquiries and disclosures.
  • Advising clients on profit extraction and their longer term goals.
  • Advising clients on income tax liabilities and dealing with HMRC with regards to any issues that arise.
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Trusts and Probate
  • Assisting executors of deceased estates with their duties
  • Preparation of IHT calculations and the appropriate IHT returns
  • Liaising with HMRC where necessary
  • Submitting probate applications

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