Expertise
Roz has over 20 years’ experience dealing primarily with UK-based trusts, including some large private charitable trusts and dealing with all associated family, tax, investment and accounting issues. She also assists with estate accounts and the preparation of estate tax returns.
She advises UK trusts on the preparation of trust accounts, trust tax returns, beneficiaries’ tax certificates and general tax compliance. This includes Inheritance Tax compliance, including preparation of Inheritance Tax returns and calculations for ten-yearly charges, exit charges and lifetime transfers.
Roz advises trustees, settlors and beneficiaries on reporting requirements under the Foreign Account Tax Compliance Act (FATCA), the Common Reporting Standard (CRS) and the Trust Registration Service, as well as Automatic Exchange of Information (AEOI) agreements entered into by the UK.
She also deals with the registration for Legal Entity Identifiers, registration for data protection within the Information Commissioner’s Office, obtaining Global Intermediary Identification Numbers from the US’s Internal Revenue Service, registering trusts and estates with the HMRC Trust Register and preparing lasting powers of attorney together with applications to the Office of the Public Guardian.