Suzanne Wasson

Director, Bournemouth

Suzanne Wasson

Sue specialises in providing private client tax advisory services, in particular succession and capital taxes planning for agricultural, commercial and property business owners and landed estates, as well as trust taxation and dealing with HMRC investigations.


Key experience

  • Tax planning for high-net-worth individuals,
  • Inheritance tax planning, including succession planning and advising on the availability of Business Property Relief and Agricultural Property Relief,
  • Capital gains tax planning, including structuring the disposal of development land and maximising available tax reliefs,
  • Advising individuals on the terms of the UK’s Statutory Residence Test to determine their residence or non-residence status in the UK,
  • Dealing with HMRC enquiries and voluntary disclosures.

Interests

Suzanne is married with a son, who keeps her busy. When time permits she enjoys swimming and walking her dog. She is also a keen scuba diver.

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