Experienced in:
Tax Compliance
Tax Advice
Succession Planning
Capital Gains Tax
Wills
Lasting Powers
of Attorney

It takes time to gain a deep understanding of clients' tax and legal issues - so I give it all the time it needs!

What do I do?

I give time to gain a deep understanding of my clients’ tax & legal issues & their objectives so that I can give them advice which is specifically tailored to their needs.

Tax represents one of the biggest financial outlays that most of us will suffer over the course of our lifetimes, yet many of us are too busy to dedicate the time required to ensure our tax affairs are in order and we are not sure if we are paying more or less than is due.
Therefore whether it is to help ensure full compliance with ever increasingly complex tax obligations or planning ahead for your own or your family’s financial future it is important to involve a specialist adviser to manage your personal tax affairs.
Everyone is different and hopefully this website can give an idea of where I can help....

Imogen Lea

About Me

My name is Imogen Lea. I am CTA qualified and have 20 years’ experience of helping individuals and their families to navigate through the UK tax system. 
I trained with and spent 10 years in two of the Big Four accountancy firms before moving to a Top 10 practice that specialised in private clients and where I spent 4 years as a partner.
I then became a consultant with one of the most well-renowned private client solicitors in the West Country.

Services Provided

Tax Compliance

Complying with tax legislation has always been important but has never been more challenging.

Tax Advisory

Whatever your needs, having access to a wide range of tax expertise and being able to structure your personal tax affairs effectively can save you time and effort.

Residence / Domicile

Experience with the organisation of financial affairs, tax efficiency and tax reporting obligations for those coming to the UK, those planning long-term residence, or those leaving.

Property

As a property owner or investor it’s crucial that you have the right advice on the tax implications of buying and selling property as well as on the ever-changing tax legislation. 

Later Life & Estate Planning

There is no doubt that succession planning is a sensitive area to many of us and it does require care and tact when planning for your family’s financial future. 

Collaborative working

I can work closely with your existing advisers such as lawyers, accountants and financial planners, or can provide recommendations.

Get in touch

Fill out the form and I will be happy to arrange a time to discuss your requirements with you.
Alternatively contact me on: 07859 429075

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