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