How our Private Client team has worked with the partners at Bedworth Health Centre, with their complex tax affairs.
Carol Jones, Private Client Manager has been helping sort the tax for my GP practice and my personal taxation for many years.
Over the past few years she has also been helping with the personal taxation for my ageing parents for whom I have had power of attorney. Unfortunately my dad passed away and Carol has been helping wind up his affairs.
I have always found Carol reliable, efficient and knowledgeable. She keeps me well informed of what is going on and has a good knowledge of the tax rules. This has been particularly challenging over the past few years with changes in pension tax thresholds and taper relief.
Every year the rules seem to change and Carol has always been up to date and able to give timely and sound advice on what is owed and why. She has been very good at pointing out where changes in the rules might be to my advantage.
A good example recently concerned yet another change in the tax rules around superannuation which was very helpful to my tax position. Carol was able to point out quickly that the previous accountants my parents had used had not made a particular claim for many years which they should have done.
Carol is always approachable, quick to respond to any questions I might have either by email or by telephone. I have never doubted her advice to be anything other than sound and up to date.
She has always handled my personal affairs and more recently my parents affairs with professionalism and tact. I would have no hesitation in recommending Carol as somebody to handle my accounting needs. Just be prepared for her to be very apologetic when you have to pay your tax bill!!
Dr Peter Hickson MB ChB