Caroline Forbes

Senior Manager, Inverness

Caroline Forbes

Caroline specialises in tax for private clients, particularly high-net worth individuals, landed estates and trusts.

She is a Chartered Tax Advisor and joined Saffery in August 2022.


Key experience

  • UK annual tax compliance for individuals, partnerships and trusts, including dealing with HMRC enquiries,
  • Providing UK inheritance tax advice for succession planning,
  • Advising on the availability of capital gains tax reliefs for individuals and trusts,
  • Advising on the UK Statutory Residence Test for non-UK residents.

Interests

Outside of work, Caroline enjoys spending time with her family and walking her dogs.

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