Background
Background

What sets Rebecca apart?

Rebecca is a Chartered Accountant and Chartered Tax Advisor experienced in personal tax, unincorporated businesses, trusts and estates.

As a Senior Manager within the firm’s personal tax team with over 15 years of experience supporting individuals, families and trusts, she can explain complex matters in a practical and approachable way.

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 accounts team before joining the personal tax team, Rebecca is well placed to provide holistic advice to businesses and their owners.

Rebecca's service expertise

  • Advising clients in relation to their tax reporting and compliance obligations.
  • Dealing with HMRC enquiries and assisting clients in making tax disclosures.
  • Providing profit extraction advice.
  • Advising on the tax implications and reporting requirements for property transactions.
  • Advising unincorporated businesses on their taxable profits.
  • Advising clients in relation to capital transactions and the associated tax reporting.
  • Considering clients' wealth and future succession plans, and minimising exposure to Capital Gains Tax and Inheritance Tax.
  • Helping clients to create comprehensive estate plans to ensure that their assets are distributed in accordance with their wishes in the most tax-efficient manner.
  • Advising on all trust and estate tax reporting and other regulatory requirements.

Rebecca's service expertise

Background

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.