Jodie is a Senior Manager in the Personal Tax Team in Peterborough.
Jodie has thirty years of personal tax experience and manages a varied portfolio of high-net-worth individuals, partnerships, trusts and landed estates, overseeing both advisory and compliance aspects.
Jodie has extensive team management experience and enjoys leading and supporting their development.
Jodie joined Saffery in 2022 having worked previously at a top ten firm.
Key experience
- Advising on winding up of trusts, including the capital gains tax, income tax, inheritance tax and TRS aspects,
- Advising on trust distributions in relation to income or capital distributions, the impact for beneficiaries and dealing with the necessary inheritance tax reporting,
- Advising on the impact of Business Property Relief on inheritance tax liabilities where planning using trusts,
- Advising on the tax considerations on extraction of non-trade partnership property prior to incorporation,
- Providing UK tax compliance services for complex tax returns for individuals, trusts and partnerships.
Interests
Jodie enjoys spending time with her family and is kept busy with her three children and two dogs. She enjoys long walks, reading, socialising and watching her youngest daughter play football.