Claire is a senior manager in the Peterborough office. She has responsibility for providing audit, accounts and tax compliance services to businesses in the agricultural and landed estates sector and related industries.
Claire’s client base primarily comprises landed estates, family trusts, and rural businesses. Her work involves annual compliance for landed estates and trust clients, advice around inheritance tax planning and ad hoc tax matters throughout the year, and estate office control reviews.
She also has financial reporting experience including IFRS and is experienced in advising on accounting for complex transactions.
She is a Chartered Accountant and Chartered Tax Advisor specialising in trusts and estates.
Key experience
- Providing strategic, tax and general business advice to families and business owners,
- Providing audit and accounting compliance services to a range of entities including groups of companies and family trusts,
- Advising on refinancing for estates, including assisting with budgeting and cashflow forecasting,
- Tailoring management reporting for estates and advising on implementation,
- Dealing with full and aspect HMRC corporate, personal and VAT enquiries.
Interests
Claire enjoys cycling and rowing, competing locally in regattas and triathlons.