Sam specialises in tax compliance, including compliance related advisory matters for individuals and trusts.
She joined Saffery in 2005 as a Senior after qualifying with a small accountancy practice.
Key experience
- UK tax compliance, including tax returns for individuals and trusts,
- Advising on capital gains tax and Inheritance tax matters,
- Pension tax planning and compliance for individuals,
- Dealing with HMRC enquiries and disclosures,
- Advising clients on their residence position under UK Statutory Residence Test,
- Advising on trust distributions in relation to income or capital distributions and dealing with the necessary inheritance tax forms.
Interests
Sam lives in Edinburgh and enjoys spending time with her family and travelling. She took up cycling over lockdown and enjoys cycling and walking in Edinburgh.