Senior Associate
Paula is a Senior Associate in our Estate Planning and Tax team.
Paula has experience in a broad range of private client and tax matters with over 25 years of experience in tax, trust and estate administration work.
She provides estate and tax planning advice for clients including high net worth individuals, and strives to find bespoke solutions for clients often liaisng with other professionals and colleagues to ensure a holistic approach to the advice given.
In addition, Paula offers support and adivce to trustees regarding the administration of trusts and in respect of key events for example; making distributions from trust assets, changing or closing a trust. Paula is experienced in advising and preparing Capital Gains Tax (CGT) residential property returns, Wills, Lasting Powers of Attorney and in Court of Protection matters.
Early in her career, before moving to work within the legal sector, Paula worked at both HM Revenue and Customs (VAT) and one of the big 4 accountancy firms where she provided tax advice for foreign nationals in the UK and UK nationals abroad. She has a wealth of experience and knowledge on which to draw on to advise and assist clients.
Specialisms
Estate Planning and Tax
Producing detailed tax advice reports in respoect of lifetime estate planning
Estate Administration, including applying for Grants of Probate and Letters of Administration
All parts of estate administration including preparing IHT returns, post-death tax planning and arising trusts
Capital Gains Tax
Capital Gains Tax (CGT) advice and planning, including preparing CGT residential property returns
Trusts
Advising trustees of their duties, taxation of trusts, tax returns, trust deeds and planning with trusts
Powers of Attorney, capacity and Court of Protection
Preparing and registering all types of Powers of Attorney, advising attorneys and deputies and Court of Protection applications
In Practice
Wills and Estate Administration
Acting for a range of clients including families and business owners with assets both in the UK and overseas. Work has included dealing with both business property and agricultural property and the interaction of lifetime settlements.
Inheritance Tax
Inheritance tax planning; including use of avaliable reliefs and allowances, lifetime gifting and preparation of tax planning advice reports in which bespoke solutions to mitigate inheritance tax are put forward to clients. Including post death variations.
Trust advice and administration
Creating, varying and closing down trusts including advice to trustees and beneficaries, dealing with all associated taxation matters and filing requirements for income tax, inheritance tax and capital gains tax and trust registration requirements.
Income Tax and Capital Gains Tax
Assisting with the preparation and submission of self-assessment tax returns for individuals, trusts and estates, CGT residential property return reporting and providing calculations and advice in relation to the same.
Elderly and vulnerable clients
Acting for and advising elderly and vulnerable clients and their relatives, attorneys and court appointed deputies. To include making applications to the Court of Protection. Providing assistance with the general management of affairs for such clients.
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Steele Raymond LLP is a limited liability partnership registered in England and Wales under number OC311376 Registered Office: Richmond Point, 43 Richmond Hill, Bournemouth, Dorset, BH2 6LR
Authorised and regulated by the Solicitors Regulation Authority (SRA number 419728)
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Steele Raymond LLP is a limited liability partnership registered in England and Wales under number OC311376 Registered Office: Richmond Point, 43 Richmond Hill, Bournemouth, Dorset, BH2 6LR
Authorised and regulated by the Solicitors Regulation Authority (SRA number 419728)