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Pauline Jackson

This user account status is Approved

Carlisle, Cumbria

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0845 003 8780 (local rate)

01635 574 160

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Chartered Accountant & Chartered Tax Adviser. I specialise in providing expert advice to minimise tax liabilities.

I work closely with business and personal clients as well as other professionals to provide specialist advice in a wide variety of areas as you can see from the listed specialisms.

Most recent tax planning work undertaken includes:

  • Personal
    • inheritance tax planning saving many thousands of pounds of inheritance tax
    • property tax planning review of existing ownership and planning for all relevant taxes
    • capital allowances claim for furnished holiday let new build saving thousands of pounds of income tax
    • capital gains tax planning for residential property saving over £30,000 of capital gains tax
    • capital gains tax planning for sale of shares in a business
    • advising on the use of a family trust 
  • Businesses
    • advising on all aspects of business taxes including acquisitions, sales, restructuring, EMI schemes, share valuations, R&D claims etc
  • Trusts 
    • Advising, completing and submitting inheritance tax returns for exit and 10 yearly charges
    • Tax planning advice for income, capital gains and inheritance tax
  • Estates
    • Tax planning advice for executors and beneficiaries
    • Assistance with income tax reporting
  • Expert opinions on tax matters for court proceedings such as divorce


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