Jenna is a Tax Manager in the Private Wealth team. She is responsible for managing the Firm's tax compliance service; processing tax returns for individuals, partnerships and trusts.
Jenna is a fully qualified Chartered Tax Adviser and a member of the Chartered Institute of Taxation. Having initially completed her tax technician training with a big four accountancy firm, she has also worked at one of Devon's leading independent chartered accountants.
- Involved in providing advice regarding the most tax efficient structure for a client's business. Preparing calculations to ascertain whether the client should continue as a sole trader, become a partnership or incorporate as a limited company.
- Preparing Capital Gains Tax calculations in relation to a residential property and land disposal, ensuring that all appropriate tax reliefs were claimed in order to minimise the client's tax liability.
- Advice and calculations for the disposal of a Furnished Holiday Let business; utilising Entrepreneur's Relief to reduce the client's Capital Gains Tax liability.