When I joined Ellacotts, I started by preparing accounts and tax returns but gradually took on the bookkeeping role for many agricultural clients. I visit several clients each month/quarter, dealing with their bookkeeping on Farmplan, Landmark, Sum It, Sage and Xero.
My role largely involves helping our clients with their tax responsibilities, be it Income Tax, Capital Gains Tax, Corporation Tax or VAT. My goal is to minimise the tax bill by making the best use of the reliefs available. I also get involved in ad hoc work; examples being profit projections and refinancing.
With this practical experience and wide knowledge, I enjoy providing ongoing business and tax planning advice to farming and rural clients, as well as dealing with accounting and tax compliance matters.Â
On a daily basis, I am involved with Capital Gains Tax and Inheritance Tax planning for our clients, together with all aspects of accounts compliance work for a variety of rural clients from sole traders to family partnerships, trusts and farming companies
Within my role as Accounts Senior at the firm, you will find me assisting clients with their tax responsibilities, in particular Income Tax and Capital Gains Tax. I also get involved in Trust and Estate accounts preparation, as well as other ad hoc work such as profit predictions.
My day-to-day tasks include looking after a wide range of agricultural and land owning clients, including sole traders, partnerships, companies and family trusts.
I am a partner in Ellacotts’ Agriculture and Property team, where I lead the delivery of services to a wide range of farming businesses and landed estates. I specialise in providing tax-planning advice, particularly in the areas of Capital Gains Tax and Inheritance Tax.
I am developing my specialism in trust accounting and tax matters, due to my involvement with some of the firm’s larger estate clients. I am involved with all aspects of accountancy from accounts and tax return compliance to Inheritance Tax planning
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We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2023 survey. We are longstanding and active UK200Group members, and affiliate members of AGN, an international association of accountants. We have One Star Best Companies status, reflecting our commitment to being a great workplace. As a Xero Platinum Partner, we are dedicated to supporting our clients in online accounting.
Countrywide House
23 West Bar Street
Banbury
Oxfordshire
OX16 9SA
T: +44 (0)1295 250401
