Terri reviews clients’ tax affairs, including the completion of self-assessment tax returns and tax repayment claim forms. She also carries out financial health checks to subsequently advise clients on the right type of investment to suit their ongoing needs. Terri can advise on many CGT and IHT aspects of taxation, and can suggest opportunities for mitigating tax liabilities. She is also happy to visit clients in their own homes or at a care home and liaise with care homes and care professionals, helping clients to properly structure and manage their financial affairs. She can help to arrange the clearance and sale of property when clients need to move into care.