Anne Rooney | Director

Department
Tax Team

Position:
Director,  FPM

Professional Qualifications:          
          
  • Fellow Member of Accounting Technicians Ireland.
  • Fellow Member of Association of Tax Technicians UK.
  • Technician Member of Irish Institute of Taxation.

Background
 
Joined FPM Chartered Accountants as a trainee Accounting Technician in 1997.

May 1999: Passed Institute of Accounting Technicians in Ireland Exam.

May 2000: Passed UK Associate of Taxation Technicians exams.

May 2012: Passed Irish Institute of Taxation Technicians exams.
 

Other:
  • Member of Society of Trust and Estate Practitioners.
  • Part Time Lecturer for Institute of Accounting Technician at Southern Regional College
  • Member of HM Revenue & Customs Working Together Team.
  • Volunteer Member for Tax for older People (T.O.P).

 

Special Awards:

  • Regional Winner of individual National Training Awards NI 2010.
  • Runner up in Accountancy Age, Accounting Technician of the Year Award 2006.

Relevant Experience Includes The Following:

UK ROI Taxation & VAT:
  • Director responsible for:
    • Preparation and submission of annual income tax returns under self assessment for a large portfolio of clients;
    • Applications for tax refunds and double taxation reliefs;
    • Advise on extractions of funds from companies;
    • Advise clients on tax planning to mitigate their tax liabilities; and
    • Dealing with Personal Tax Investigations.

  • Assist clients on VAT matters, namely:
    • VAT Registration;
    • VAT planning to minimise liabilities;
    • VAT compliance in UK and RoI;
    • VAT on property transactions;
    • Dealing with VAT inspections;
    • Dealing with VAT disputes; and
    • VAT planning for charities.

  • Assist clients on PAYE/CIS matters, namely:Cross border PAYE regulations;
    • Preparation of end of year return forms;
    • Benefits in Kind and salary sacrifice; and
    • Construction Industry Scheme.

Tax Consultancy:
  • Advise clients on capital gains tax implications of share disposals, disposals of personal/ business assets. Also advise clients on retirement from business etc;
  • Advise clients on planning opportunities with regard to their businesses i.e.;
    • Partnership changes and mergers;
    • Incorporation;
    • Move from sole trader to partnership and vice versa; and
    • Tax Planning on Gifts.

Inheritance Tax Planning:
  • Completion of form IHT account and submission of same to HMRC.
  • Advising clients in relation to their exposure to inheritance tax.
  • Calculation of potential inheritance tax liabilities.
  • Highlighting tax opportunities in relation to mitigation of any inheritance tax liability.
  • Advising clients regarding inheritance tax reliefs.
  • Advice regarding will planning.
  • Experience in the administration of Estates and Trusts including several estates valued in excess of £1m;
  • Advise clients on Inheritance Tax Issues both UK and RoI.

RoI Taxation Issues:
  • Taxation issues in the Republic of Ireland (RoI) namely;
  • Relevant Contracts Tax Compliance.
  • Capital Acquisitions.
  • Advice on tax refund procedures and double taxation relief.