Mark’s areas of expertise include income tax and the preparation of annual tax returns and capital gains tax (CGT) returns for individuals, trusts, and estates. He also deals with CGT planning, inheritance tax compliance, trust administration, and winding up and distribution of family trusts. Mark also has extensive experience assisting clients in making voluntary disclosures of unpaid taxes to HMRC.

Mark’s blend of experience with its overlap of personal and trust tax compliance makes him ideally placed to advise clients on various issues and all aspects of their tax affairs. Mark prides himself on being approachable and delivering clear, understandable advice.

Mark has over 35 years of experience in personal and trust tax compliance. Mark started his tax career in accountancy practices and joined Lester Aldridge in January 2000.

• Member of ATT (Association of Taxation Technicians
• Affiliate member of STEP (Society of Trust and Estate Practitioners)

Recent work

• Managing the process of making a 20-year unprompted disclosure of UK and offshore income to HMRC on behalf of clients.
• Dealing with the winding up and distribution of a large family trust
• Preparing a declaration of trust to skew beneficial ownership of a buy-to-let property between spousal co-owners for income tax purposes.