IHT & Estate Planning

Delia has been advising private clients and businesses for over 30 years on a wide range of taxation issues. As a Chartered Accountant and Chartered Tax Advisor Delia provides inclusive personal and business tax advice that helps clients plan for the future.

When advising business owners on their strategy, financial affairs and tax matters Delia treats the business as part of the owner’s overall financial picture. Clients have the reassurance of knowing that their tax planning is in capable hands and that they receive thought out advice that is specific to them; integrating every aspect of their lives.

Delia provides a wide range of personal tax advisory services to ensure that they pay no more tax than they need to, whilst helping protect and pass on their wealth to the next generation. Trusts are often useful for passing on family wealth whilst staying in control, but they are very complex vehicles from a tax and legal perspective.

Working with business owners Delia advises on tax strategies and tax compliance matters. By providing a clearer tax and financial plan for the entrepreneur shareholder, Delia guides them in growing their business.

Delia has many years of experience advising individuals on the personal tax implications of moving to and from the UK, including the tax treatment of non doms and residency status. Where employment can be based in one or more overseas locations and often there are UK assets such as property to consider, Delia advises individuals to help them remain both compliant and tax efficient.

There are times when clients need to unravel complex arrangements, often when separating business or personal relationships, and these have a tax impact. Delia is experienced in advising on the tax implications and tax calculations surrounding divorce. Her expertise is in thoroughly investigating the financial information available and producing robust reports to withstand scrutiny.

When working with businesses Delia advises on a wide range of areas including

• Corporate restructuring
• EIS and SEIS
• Research and Development Tax Relief (R&D)
• Transactions
• M&A activity
• IR35
• Probate

Typical projects that Delia advises on include:

• Maximising net spendable incomes for entrepreneurs
• Property investment and development structures
• Stamp Duty (SDLT)
• Passing on family wealth through Will and Inheritance Tax Planning
• Capital Gains Tax Planning on a variety of assets
• Tax expert witness
• Advising clients moving into or out of the UK for business or personal reasons.
• Tax treatment of non dom and resident status

Delia’s attention to detail in every assignment; her experience in the practical application of tax rules; and dedication to client care mean that clients have no hesitation referring her to their friends and family as a trusted advisor.

IHT and Estate Planning

Jane is specialised in advising on inheritance tax planning in order to work with the client to advise on the options to manage, reduce or eliminate a future inheritance liability, including the set up and use of Trusts.

Sarah is a qualified Chartered Accountant and Chartered Tax Adviser. She has worked at Alliotts for over ten years, after a career change from teaching. She started in our audit and accounts teams, before transferring to our tax team in 2018. Her role involves a variety of taxes and areas: personal and corporate tax advisory; individual, companies and trusts compliance.
She is carving out a niche in advising on tax and international mobility, perhaps inspired by a letter about her own position during a stay in China.