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Ann Carlton - 																					Director of Private Client

Ann Carlton
Director of Private Client

2 Queen Square
Bath BA1 2HQ

Director of Private Client

Ann’s background with HMRC and Coopers & Lybrand (now PwC) provided her with the necessary expertise to advise her varied client base on all aspects of personal tax. She specialises in complex tax returns, including Lloyds Underwriters, complex capital gains tax work and advice. Ann also investigates enquiries raised by HMRC into the affairs of her existing clients. She was recently granted the honour of being a Fellow of the Federation of Tax Advisors.

Key Experience

Ann’s relevant experience includes:

  • advising the beneficiary of a multi-million pound estate on the benefits of a Principle Private Residence claim, potentially saving £365,000 in tax
  • acting for the individual partners of a 50+ partner firm
  • dealing with non-resident landlords to include the retention of rents received
  • dealing with non-residents who dispose of UK residential property with potential capital gains

Accolades & Awards

Fellow of the Federation of Tax Advisors

Accolades

Ann Carlton Accolades

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