Senior Tax & Trust Manager
Alan is an Senior Tax & Trust Manager in the Private Client team, based in the firm’s Cambridge office.
Alan has many years’ experience of advising individuals and trustees on taxation matters. He advises individuals on personal tax, including income tax and capital gains tax and deals with the preparation of personal tax returns. He is also experienced in the administration of Trusts, dealing with the day to day administration as well as matters such as tax compliance and the preparation of annual Trust tax returns, Trust accounts and tax deduction certificates. He deals with the administration of Estates, in particular the taxation and accounting aspects and is also involved in the ongoing management of Attorneyship and Deputyship matters.
Alan joined Hewitsons in 1988, having previously worked for the Inland Revenue for a number of years.
Alan is a Fellow of the Federation of Tax Advisors.
OTS to investigate moving the tax year end date for individuals
HMRC clarifies position on trusts holding life policies with a surrender value
HMRC publishes manual on the Trust Registration Service
HMRC confirms that expat employees stuck in the UK because of travel restrictions will not be exempt from tax
Trust registration deadline extended
23rd Mar 2021