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.

Technology, Media and Telecommunications

Technology, Media and Telecommunications advert

Our dedicated Technology team can support your business locally, nationally, and internationally.

  • Owner Managed Businesses
    Specialised accounting and advisory services tailored to owner-managed business clients.
  • Family Business
    Proactive advice and support to help family businesses grow and protect their future.
  • Private Equity Backing
    Meeting the diverse needs of businesses involved in private equity transactions.
  • Private Client
    Practical advice on all aspects of your individual and personal tax and financial needs.
  • Public Sector and Education
    Comprehensive advisory services for public sector, local government and education organisations.

What sets Rebecca apart?

Rebecca is a Chartered Accountant and Chartered Tax Advisor experienced in personal tax matters, wealth management and probate services.

As a Manager within the firm’s personal tax team with over 10 years’ of experience, Rebecca can provide guidance and support to individuals, families and trusts. She can explain often complex matters clearly and concisely.

Rebecca enjoys building long lasting relationships with her clients to ensure they receive the best possible professional service from across the range of specialist teams available in Bishop Fleming.

She has an enthusiasm for solving problems to help clients run their affairs smoothly.

Having spent six years in the business services team before joining the personal tax team, Rebecca is well positioned to provide holistic advice to businesses and their owners.

Rebecca's service expertise

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Personal Tax
  • Advising clients on income tax liabilities and dealing with HMRC with regards to any issues that arise.
  • 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.
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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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Wealth Management
  • Advising clients on their overall wealth and future plans, ensuring their affairs are best structured for what they want to achieve
  • Assisting clients with any struggles they may be having with their finances or business.

Rebecca's sector expertise

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Other (forestry)
  • Rebecca has a keen interest in forestry businesses and has developed an understanding of the specialist tax rules 

Keep up to date

Related insights

Bishop Fleming eyes Trusts, Estates and Probate growth with two senior promotions

28th November 2023
Bishop Fleming has demonstrated its commitment to growing a dedicated team of trust experts with two senior promotions within the Trusts, Estates and Probate Team. Read more here.
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Inheritance Tax, Estate Planning & Probate Webinar

28th March 2023
Our tax experts provide an overview of the Inheritance Tax (IHT) system and simple steps you can take to save tax and manage your estate efficiently for the future. Watch the recording here!
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What if an Estate has insufficient assets?

9th September 2022
What happens if the liabilities for a deceased person’s estate exceeds the value of the assets? There are rules to follow on the priority of debts to be paid.
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