Anne Rooney | Director
Department
Tax Team
Position:
Director, FPM
Professional Qualifications:
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Fellow Member of Accounting Technicians Ireland.
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Fellow Member of Association of Tax Technicians UK.
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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:
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Regional Winner of individual National Training Awards NI 2010.
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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.
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