Judy Pollard

Senior Tax Adviser

Profile

Judy is a chartered accountant in the Private Client Team specialising in Trusts and Estates. She has extensive experience in dealing with H M Revenue and Customs and her expertise incudes a comprehensive range of matters

  • Annual trust accounts and tax returns
  • Estate tax returns for the administration period
  • Tax implications and compliance for trust set up and termination
  • Complex taxation of discretionary settlements
  • Inheritance Tax advice and compliance for relevant property trusts
  • Capital Gains tax advice and compliance especially in relation to property and investments
  • All aspects of income tax advice and compliance in relation to trusts and estates.
  • International tax compliance such as FATCA

Matters can be dealt with on an ongoing annual basis or as a one –off assignment to suit the wishes and needs of our clients.

Judy is a longstanding Team member. Prior to joining Warners she worked with Chartered Accountants in London, having trained with Ernst & Young in the City where she qualified as a chartered accountant. This followed her time at Oxford University where she graduated with an MA in Classics.

If Judy is unavailable please contact, Ann Brazier, 01732 375303, a.brazier@warners.law

Experience

  • Completion and submission of 2015/2016 tax returns for a substantial portfolio of trusts
  • Calculation and reporting of IHT ten year anniversary and exit charges for relevant property trusts
  • Income tax reporting for complex chargeable event gains and index – linked loans
  • CGT advice on implications of selling/ appropriating investment portfolio in a deceased estate
  • Termination of interest in possession and 18 – 25 trusts, tax advice and reporting.

Recognition & Memberships

  • Fellowship of Institute of Chartered Accountants in England and Wales (ICAEW)

Commentators particularly highlight the firm for its approach to client service. "I have always found Warners to be highly efficient and professional in all respects," states an interviewee. Another source says: "Warners have a friendly but professional feel to their business. Individuals within the organisation tend to be able to communicate effectively and pass on relevant information quickly."


Chambers HNW Guide