Summary
I am based in Bolton and I offer advice and assistance in dealing with all taxes, for individuals, companies, partnerships and sole traders. I can provide the full service of accounts preparation, personal and corporate tax returns, VAT returns and all other tax compliance and planning issues. My client list includes doctors, dentists, partnerships, sole traders, limited companies and their directors. I also deal with trusts and inheritance tax planning.
I qualified as a Chartered Tax Adviser over 20 years ago and I have been running my own tax advisory practice since 1989. Before that I worked in the tax departments of larger firms of accountants in the north west.
I offer a cost effective and personal service - I don't maintain expensive offices and all of my clients are assured of my attention, not that of junior staff.
Contact Details:
Tel: 01204 845327
E-Mail: [email protected].
I offer advice and assistance in dealing with all taxes, for individuals, companies, partnerships and sole traders. I can provide the full service of accounts preparation, personal and corporate tax returns, VAT returns and all other tax compliance and planning issues. I also deal with trusts and inheritance tax planning.
Implementation and administration of UK trusts;
Tax advice and annual compliance for offshore trusts and underlying offshore investment companies;
Administration of deceased estates including personal probate applications;
Capital gains tax issues affecting individuals;
Income tax issues affecting high net worth individuals;
Will planning (with a solicitor to draft the Will);
Succession planning – passing on the family business;
Interaction of UK taxes and foreign taxes on foreign properties, such as holiday homes.
Self Assessment Tax Returns:
I qualified as a Chartered Tax Adviser over 20 years ago and I have been running my own tax advisory practice since 1989. Before that I worked in the tax departments of larger firms of accountants in the north west.
I offer a cost effective and personal service - I don't maintain expensive offices and all of my clients are assured of my attention, not that of junior staff.
Contact Details:
Tel: 01204 845327
E-Mail: [email protected].
Expertise
I offer advice and assistance in dealing with all taxes, for individuals, companies, partnerships and sole traders. I can provide the full service of accounts preparation, personal and corporate tax returns, VAT returns and all other tax compliance and planning issues. I also deal with trusts and inheritance tax planning.
Implementation and administration of UK trusts;
Tax advice and annual compliance for offshore trusts and underlying offshore investment companies;
Administration of deceased estates including personal probate applications;
Capital gains tax issues affecting individuals;
Income tax issues affecting high net worth individuals;
Will planning (with a solicitor to draft the Will);
Succession planning – passing on the family business;
Interaction of UK taxes and foreign taxes on foreign properties, such as holiday homes.
Self Assessment Tax Returns:
Experience
-
Dawn Evans CTA
Chartered Tax Adviser
1989 - Current
Education History
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BA(Hons) English Literature
University of York
1979 - 1982
Qualifications
BA(Hons) English Literature
Chartered Tax Adviser CTA
Clubs and Associations
Bolton Sailing Club
Interests and Hobbies
My family and I enjoy sailing. We are members of Bolton Sailing Club and can be found there out on the water most weekends. I have 3 dogs and they keep me busy too.
