23rd Dec 2024
Debbie Wilson
Director
Watford
If you are thinking of selling an asset (personal company shares, holiday home, land etc), Debbie can help you to achieve your aims in the most tax efficient way.
Debbie is a seasoned tax, trust, estates and wealth management professional and her case load includes all aspects of Private Client work, with a particular focus on wealth management, wealth preservation and tax efficient planning. Her clients include high net worth individuals, their families, trustees and owner managed businesses.
She has over 35 years tax experience and started her career with HMRC joining Hillier Hopkins LLP in October 1998. She was promoted to Director in April 2010. Debbie is a member of the Society of Trust and Estate Practitioners (STEP), Chartered Institute of Taxation and holds the level 4 Diploma in Regulated Financial Planning, which allows her to provide her clients with holistic expert advice.
Debbie will work closely with you to fully understand your motivations in order to provide you with the best arrangements to satisfy both your immediate and future financial (including tax) objectives. Her wealth management skills, as well as expert knowledge of Capital Gains Tax and Inheritance Tax & Estate matters, enable Debbie to share her in-depth knowledge and provide you with tailored advice and solutions to achieve your goals.
Typical areas where Debbie can assist include:-
- Individual planning for you and your family’s financial longevity, she can help you to build, manage and protect your wealth.
- If you are looking to simplify your financial affairs giving you peace of mind to enjoy your retirement, Debbie can help.
- Where you are a Trustee fulfilling your fiduciary duties including the requirement to take advice under the Statutory Powers of Investment (s5 Trustee Act 2000). She can help with this as well as Trust accounts and tax planning;
- If you have suffered a family bereavement Debbie can assist you with the Probate application and the associated IHT returns.
- If you are getting divorced she can provide you with capital gains tax planning advice including a Joint Expert Witness Report;
- If you are thinking of selling an asset (personal company shares, holiday home, land etc), Debbie can help you to achieve your aims in the most tax efficient way and, as required, assist, you with wealth preservation of the cash realised.