Sue McDonald

Sue is the Trust Manager for the Clarke Willmott Trust team. Sue joined Clarke Willmott in 2004, having been the Tax Manager for a Chartered Accountancy practise, and formerly an Inspector with the Inland Revenue. She specialises particularly in capital gains tax and inheritance tax, as well as the law affecting trusts and trust beneficiaries. Sue’s role includes:

• Supervision of the work of the Trust team
• Advising on one-off capital transactions
• Complex tax calculations and accounts
• Matters arising on the commencing or ceasing of a trust and tax planning considerations