Trusts & Estates Team
Experience
After graduating from Cambridge University Anthony joined KPMG Financial Services Tax Advisory in Bristol before joining the Tax department at Winter Rule (Now Francis Clark with Winter Rule) in 2002.
Anthony works with a portfolio of over 250 clients consisting of individuals, partnerships, trusts and estates. His expertise includes:
- Capital Gains Tax
- Inheritance Tax
- Income Tax Compliance
- Revenue Enquiries
- Calculating and Reducing Tax Liabilities
A member of the Society of Trust and Estate Practitioners (STEP), Anthony acts for a number of Trust clients.
He is also published in a number of professional Tax publications.
Qualifications and professional positions
- Trust and Estate Practitioner (2010)
- Chartered Tax Adviser (2005)
- Taxation Technician (2003)
- MA Maths, Cambridge University (2003)
- BA (Hons), Cambridge University (2000)
Professional experience
- Since 2011 Tax Manager, Francis Clark
- Since 2007 Tax Manager, Winter Rule
- 2003-2007 Tax Senior, Winter Rule
- 2002-2003 Tax Assistant, Wnter Rule
- 2000-2002 KPMG Financial Services Tax Advisory
Our Trusts & Estates Team
John Endacott
John.Endacott@francisclark.co.uk
Adam Keogh
Adam.Keogh@francisclark.co.uk
Anthony Meehan
Anthony.Meehan@francisclark.co.uk
Expertise
- Annual accounts
- Preparation of annual trust returns
- Advice on trust creation
- Assistance with winding up
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