Sue Tackley-Goodman

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Email: sue.tackley-goodman@letchers.co.uk

PA Email:  Amanda.pimble@letchers.co.uk and ann.denyer@letchers.co.uk

Education

Sue has a BA (Hons) in Taxation & Revenue Law.

Role

Sue is a Tax & Trust Administrator. Sue processes the completion and submission of Personal Tax Returns, calculate the tax liability, liaises with HM Revenue & Customs on all associated matters including reviewing any Tax payments due or tax overpayment arising.

Trust administration involves all aspects of running a Trust from the processing of the investment of Trust monies, ongoing reviews, beneficiary distribution payments, maintenance of Trust records and the completion of the Trust & Estate tax return including calculating the tax liability and processing tax payments due. The preparation of the annual Trust Accounts for the Trustees is also undertaken.

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