Susan is a Senior Manager in the Corporate Tax team and specialises in advising charities, not-for-profit organisations and cultural bodies on their tax affairs.
She provides corporate tax compliance and advisory services, with particular expertise in cultural tax reliefs including Museums and Galleries Exhibition Tax Relief (MGETR), Theatre Tax Relief (TTR) and Orchestra Tax Relief (OTR).
Susan also works with a broader portfolio of companies, advising on corporation tax compliance and advisory matters.
Susan is a Chartered Accountant and Chartered Tax Adviser.
She is a member of the Saffery LGBTQ+ People Network.
Key experience
- Advising organisations in the cultural sector on MGETR, TTR and OTR claims,
- Supporting clients in assessing eligibility for cultural tax reliefs and structuring activities accordingly,
- Advising on charitable trading and the use of trading subsidiaries,
- Providing Gift Aid advice, including compliance reviews,
- Managing corporation tax compliance for a portfolio of not-for-profit and corporate clients,
- Providing advice regarding Annual Tax on Enveloped Dwellings (ATED),
- Supporting clients through HMRC enquiries,
- Delivering tax planning and restructuring advice.
Interests
Susan lives with her wife, daughter and golden retriever. She enjoys visiting museums, galleries and theatres as well as hillwalking and reading.