Emma Macey is a Trust and Tax Manager in Clarke Willmott’s Taunton Private Capital team.
Emma joined the Trust and Tax team in January 2012. Since joining Clarke Willmott, Emma has become a full member of the Associations of Accounting and Taxation Technicians, and a member of the Institute of Chartered Tax Advisors. She specialises in income tax, capital gains tax and inheritance tax, in particular the taxation treatment of Trustees and the law affecting trusts and beneficiaries. Emma’s role includes:
- Assisting with and advising on one-off capital transactions
- Preparation of Trust & Estate returns and Personal tax returns
- Completion of accounts
- Advising on the tax implications on the creation and cessation of Trusts
- Drafting associated legal documents