Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office.
Karen provides tax advice to entrepreneurial businesses and their owners, and to owners of residential property, and has wide-ranging experience of the personal tax, business tax and land tax issues that typically arise for these clients. This includes tax advice on:
● tax efficient structures for start up situations;
● planning for acquisitions and disposals of businesses and IPOs;
● corporate re-structuring and obtaining prior clearance from HM Revenue & Customs;
● Entrepreneurs’ Relief and capital gains tax exit planning; and
● the design of remuneration and reward structures for employees including the Enterprise Management Incentive scheme as well as unapproved share and share option schemes.
Karen also manages the firm’s Stamp Duty team that specialises in advising clients on the tax liabilities that arise upon the purchase of UK residential property, and how to mitigate these liabilities whilst ensuring full compliance with the tax rules.
She specialises in critically examining recent residential property purchases to establish whether clients have paid the correct amount of stamp duty under the four different charging regimes that apply to properties. Where Karen concludes that an incorrect amount has been paid then she advises clients on the actions that may be taken to remedy the position with HM Revenue & Customs, including securing the recovery of overpaid stamp duty within the short repayment window permitted by the law.
Karen does not promote nor advocate stamp duty avoidance schemes. Instead she seeks to efficiently plan her clients’ property tax affairs by only utilising government approved statutory tax rules that are contained within the tax legislation, so that her clients only pay the tax intended by Parliament.
Karen started her career with HM Revenue & Customs and subsequently worked for KPMG, BDO and Grant Thornton prior to joining Rawlinson & Hunter in September 2009.