Sru is a Senior Manager in the Personal Tax team in London, acting for high-net-worth and ultra-high-net-worth individuals.
She joined Saffery in July 2018 and is a member of the Chartered Institute of Taxation (CIOT).Â
Sru specialises in international clients, as well as their offshore trust structures. Due to her vast experience in dealing with clients and intermediaries, Sru is regularly involved in developing relationships on behalf of the firm and takes the lead with NextGen events.
Key experience
- UK tax planning for private clients arriving in and leaving the UK, particularly helping them make the most of the tax benefits available in the earlier years of arrival and advise on their offshore assets,
- Advising individuals on remaining non-UK tax resident under the Statutory Residence Test and tie-breaking under Double Taxation Treaties,
- Planning for remitting offshore funds in a tax efficient manner and carrying out mixed fund analysis,
- Advising UK resident and non-UK resident trustees especially with making distributions to beneficiaries, and meeting trustees’ compliance requirements when chargeable events arise,
- Succession and inheritance tax planning, including estate tax filings,
- General compliance matters such as self-assessment tax returns, capital gain tax reporting and HMRC enquiries.
Interests
Sru thinks of herself as a foodie and a lover of a good pub, and so a significant portion of her free time is spent trying out the numerous places London has to offer. And if that is not enough she is on a mission to travel to as many countries as possible to sample all the international cuisines.
Sru tries to run as much as possible to counteract all the calories.