Susan Shaw

Areas of expertise

Landed estates and trusts; agricultural and land-based industries; capital taxes and tax-efficient structures.

 

Experience

Susan has over 30 years’ experience working in both accountancy and tax. She has significant experience in dealing with private client families, their trusts and businesses.
Her particular expertise is in capital gains inheritance tax (IHT) planning for farming, landed estate and land-based industries.
She leads on estates with significant property portfolios, in-hand farms, diversified businesses and trusts. She advises other estates with smaller property portfolios, and leads on over 30 farming businesses.

 

Notable achievements

  • Inheritance planning using business property relief.
  • Buyout of the younger generation from a family trust.
  • Planning for future cashflow requirements.
  • Utilising entrepreneurs’ relief on a capital gain.

 

Professional qualifications/memberships

A Chartered Accountant, Member of the Chartered Institute of Taxation (CIOT) and the Society of Trust and Estate Practitioners (STEP) and Fellow of the British Institute of Agricultural Consultants (BIAC).

 

You can find Susan at:

  • Salisbury

 

Departments:

  • Private client tax services

Contact us

Susan Shaw profile image
Susan Shaw

Partner Salisbury +44 (0)1722 431034

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