Karen Keeling

Private Client Tax Partner

Dafferns
Dafferns

Experience

As a Private Client Tax Partner, I am responsible for all aspects of Private Client Tax relationships. ACCA/CTA qualified, with over 25 years-experience across the full range of tax advisory work.

I pride myself on seeing all clients as individuals, having a ‘root and branch’ understanding of their current position and a clear appreciation of aspirations ahead of the private client journey. I have a particular intertest in owner managed businesses where our advisory services offer clear guidance on Company structure.

Along with dealing with ongoing tax effectiveness and compliance, my specialisms include:

  • Personal Tax & Estate Planning
  • Capital Gains Tax Planning
  • UK Trust Planning
  • Remuneration Planning
  • Tax Investigations
  • Making Tax Digital

Having qualified Sheffield Hallam University, I went on to work for Top 10 Accountancy practice in Manchester before jetting off to spend 11 years honing skills at Sydney based full-service Accountancy Firm – BDJ Partners.

Since returning to Warwickshire in 2014, I have held roles as Small Business Manager, Client Services Manager ahead of joining Dafferns in 2018 as Senior Tax Manager, subsequently Tax Director and now as Private Client Tax Partner.

Hobbies and interests

Needless to say I enjoy travelling, exploring new countries and cultures otherwise I can be found on a bracing Warwickshire walk!

Articles by Karen

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Dafferns

Making Tax Digital

Making Tax Digital for Income Tax – Landlords

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Dafferns

60-day Capital Gains Tax reporting for residential property disposals

Karen Keeling

Thank you so much for your help Karen. I’m sure you must hear it a lot but you are an absolute wonder! Turning something borderline terrifying to the non-accountant into something seamless. Very much appreciated.

Dr Jenny Royle – Rekaryo Health Ltd

The story of Karen partying with the Spice Girls!

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