Sign up to our mailing list
We'll send you relevant insight, events and analysis from our technical, sector and service teams - straight to your inbox.
Technology, Media and Telecommunications
Our dedicated Technology team can support your business locally, nationally, and internationally.
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
- 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.
- 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
- 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
- Rebecca has a keen interest in forestry businesses and has developed an understanding of the specialist tax rules
Rebecca's service expertise
