I am a qualified Chartered Accountant with over 30 years experience, a qualified Chartered Tax Adviser and member of the Chartered Institute of Taxation and a Trust and Estate Practitioner with the Society of Trust & Estate Practitioners.
This makes me (I think!) the only Practitioner in the Witney area possessing all three qualifications.
Most people understand what a Chartered Accountant is but are perhaps less familiar with my other qualifications.
The Chartered Tax Adviser (CTA) qualification is the highest level of qualification in tax in the UK. Whilst there are over 100,000 Chartered Accountants in the UK there are only about 15,000 CTA’s. CTA’s have to abide by a strict code of professional responsibilities and ethics and have to complete at least 90 hours of continuing professional development in tax every year to retain membership. This gives assurance to clients that their adviser is up to date with our ever changing tax legislation.
Being a member of the Society of Trust & Estate Practitioner’s gives me additional knowledge in the administration, accounting and taxation of Trusts & Estates. My particular interest in this field is Estate planning and Inheritance Tax.
Jessica is a Cyprus poodle rescued and adopted via Love Cyprus Dog Rescue.
Jessica’s tax training is not up to speed yet but she takes care of security and reception at our office very well. She’s also available for cuddle therapy and some clients visit more often than they need ...just to see her!
I had been in dispute with HMRC over my personal tax affairs for some time before desperation forced me to seek professional advice. I contacted Louise because she was local and very approachable. I'm glad I did. She quickly identified where there were anomolies that HMRC had failed to recognise. My tax affairs have now been restored to manageable normality, and I end up with a considerable lump sum in the form of a tax refund, together with all the costs incurred also refunded by HMRC. The result: One more very happy customer!
Louise gave me very clear and useful advice about inheritance tax and trust funds. In her written report she presented the information in a clear and succinct fashion. She has the ability to explain complex issues in a way that a lay person can understand, I'd happily recommend her to my friends.