Department Tax Team
Position: Director, FPM
Professional Qualifications: 2008: Admitted as Member of the Society of Trust and Estate Practitioners
1999: Association of the Institute of Accounting Technicians in Ireland
- Member of Associates of Taxation Technicians.
Background
May 2008: Promoted to FPM Director
May 2007: Promoted to FPM Senior Manager Grade 2
May 2006: Promoted to FPM Senior Manager Grade 1
May 2003: Promoted to FPM Manager
January 2002: Promoted to FPM Assistant Manager
November 1997: Joined FPM Chartered Accountants
Other: - Student member of the Chartered Institute of Taxation
- Part Time Lecturer for Institute of Accounting Technician at Southern Regional College.
Relevant Experience:
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 IHT400 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:
- RoI tax implications in respect of the Construction industry;
- Advising non residents in respect of obligation to register for VAT, obtaining repayment of tax suffered and applying for Certificates of Exemption (C2); and
- Preparation of RoI VAT Returns.
- Advice on tax refund procedures and double taxation relief.
Company Secretarial: - Incorporation of new companies including all company secretarial matters.
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