Joanne Colwell
Northlew,Devon
Summary
Experienced tax specialist with broad expertise across UK personal tax compliance, residency and domicile advisory work, and holistic IHT, CGT and remuneration planning for SME shareholder-directors. Demonstrates strong capability in corporate tax, including CT returns, corporate restructuring such as share exchanges and demergers, and sale planning from initial structuring through to due diligence and review of tax warranties in SPA documents. Provides comprehensive trust advice for IHT planning and non-tax purposes, alongside extensive experience in R&D reliefs, share schemes, SEIS/EIS advisory and implementation. Heavily involved in company secretarial matters for SMEs, including implementing share schemes and drafting amended company articles and shareholder agreements with appropriate legal sign-off, with a continued focus on delivering commercially practical, tax-efficient solutions. Pride myself on the ability to communicate complicated tax rules and regulations to clients in a friendly and understandable manner.
Overview
12
12
years of professional experience
6007
6007
years of post-secondary education
Work history
Head of Tax
GTP Tax Ltd
Farnham, Surrey
2023.04 - Current
- Provision of all ad-hoc tax consultancy advice for the existing client base and for the sister company, GTP Accounting & Business Services.
- Managing the tax return compliance for the entire client base, ensuring compliance and meeting of deadlines. Completing tax returns for higher complexities and reviewing all other returns completed by the team.
- Managing a team to ensure tax returns completed and other ad-hoc work delivered to the required timeline and quality expected of high level tax professionals.
- Developing relationships with other accountancy practices that do not have high level tax expertise in house, and providing consultancy services as an outsourced tax function.
- Consultancy advisory range covers both personal and corporate taxes. Specific areas covered include capital gains tax, Inheritance tax, trust advisory work and returns, SEIS/EIS set up and implementation for fundraisers and investors, R&D claims for qualifying companies, corporate restructuring such as share exchange work, ATED advice and returns, share scheme and employment related security advice and implementation of EMI, growth share and alphabet share type structures. Business valuation in share scheme settings. Residency and domicile matters and effect of new FIGs regime.
Tax Partner
Wise & Co.
Farnham, Surrey
2018.04 - 2023.03
- Responsible for all aspects of a large client portfolio and associated team of staff to deliver on those clients from accounts production, corporate tax work, company secretarial work to personal taxes.
- Responsible for billing within my own portfolio and hitting agreed upon partnership targets.
- For generating new business from within the existing portfolio and externally.
- For provision of ad-hoc tax consulting advice as required for my own portfolio and those of fellow partners in the practice.
- Directly responsible for the tax team of circa 8-10 staff.
- Remaining the central technical source for other non-tax partners in the practice and keeping all apprised of relevant changes that we should be making clients aware of.
- Continually ensuring CPD requirements met for all qualified tax staff and identifying training gaps.
Senior Tax Manager
Wise & Co
Farnham, Surrey
2013.12 - 2018.04
- Analysed changes in legislation, ensuring prompt adaptation of company policies accordingly.
- Negotiated settlements over disputed issues with H M Revenue & Customs successfully.
- Led the team and had joint responsibility with fellow senior tax manager on delivering over 1800 tax returns per season by the relevant filing deadline.
- Reviewed corporate transactions for potential tax implications and liabilities.
- Providing direct support to the tax partner on overseeing the tax team and delivery of consultancy projects for clients covering both personal and corporate taxes.
- Developing stable relationships with wide range of clients and supporting staff in the tax team to do the same.
Education
CTA - Taxation
Chartered Institue of Taxation
ATT - Taxation
Association of Tax Technicians
GCSEs -
GCSE's
Skills
- All aspects of personal tax relevant to personal tax returns in the UK
- Residency and domicile advisory work
- Corporate restructuring work including share exchanges and demergers
- Corporate tax more generally, CT returns and providing support to audit teams in the field
- Sale planning for businesses through to assisting with due diligence and reviewing tax warranties in SPA documents
- IHT, CGT and remuneration planning covering personal and corporate taxes and looking at overall tax burden in the round for SME shareholder/directors
- Trust advice on impact of using trusts for IHT planning and why trusts might be used for non-tax reasons
- R & D, share schemes, SEIS/EIS - carrying out both advisory and implementation in all fields
- Heavily involved in company secretarial aspects of SME's, implementing share schemes including drafting amended company articles and shareholder agreements, with legal sign off from contacts
Affiliations
- Dog walking, fiction reading and crafting
Timeline
Head of Tax
GTP Tax Ltd
2023.04 - Current
Tax Partner
Wise & Co.
2018.04 - 2023.03
Senior Tax Manager
Wise & Co
2013.12 - 2018.04
CTA - Taxation
Chartered Institue of Taxation
ATT - Taxation
Association of Tax Technicians
GCSEs -
GCSE's