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