Chartered Tax Advisers & Accountants

 
Annette Morley - Member of CIOT
 


 

About Us

 

The firm is focused around Annette.  She works alongside other qualified professionals in the accountancy and tax world so that the full range of services expected from a large firm can be provided to every client, whether an individual, a corporate group or a fellow firm needing support and advice.  Annette has a wide range of professional skills and experience to bring to each client and this is mirrored by her associates. 

Annette’s degree is a BSc in agriculture, with an honours year specialising in animal husbandry.  That formed the basis of her advisory work in financial management for farms, landed Estates and rural businesses.  She is a qualified member of the British Institute of Agricultural Consultants.

Annette switched to an emphasis on tax and founded an accountancy practice in Devon.  She qualified as a member of the Chartered Institute of Tax (CIOT) in 1995. Her clients were individuals, partnerships and corporates, many with an agricultural slant and particularly focused on a need for specialist tax advice.

Annette sold her practice and in 2002 moved to Hextall Meakin a firm of Chartered Accountants with London-based clients, to take overall responsibility for their tax function.  She worked from their Salisbury office as well as their London one.  Annette was appointed as tax partner, remaining very happily in the driving seat of all personal, Trust and corporate tax for the firm. 

Annette broadened the scope of her work into specialised tax technical areas, left the London/Salisbury accountants and focused on ‘Annette Morley Advising’. 

 

Her past and current tax achievements include:

  • Member of CIOT Technical committee for Owner Managed Businesses for several years (including Vice chair)
  • Member of Agricultural Professional Bodies group (including chair)
  • Participant in various HMRC working parties
  • Co-author of tax reference book on 'Business Tax Deductions'
  • Author of many tax articles and commentaries
  • A consultant for TaxAction Consulting Limited, advising on a wide range of tax problems
     

Annette’s tax experience has equipped her in a range of areas including:

  • Corporate share sales, mergers and reconstructions
  • Overseas tax issues for individuals and for businesses
  • Trusts, including offshore and settlor-interested
  • Inheritance tax, including agricultural property relief and business property relief
  • Employment benefits
  • Employment share schemes
  • Venture capital schemes, especially Enterprise Investment Scheme (EIS)  & Seed EIS
  • Capital gains tax, with a focus on Entrepreneurs’ Relief
  • Individual and Partnership Tax Returns

 

Annette also shares her tax expertise with the team at Mercer Lewin in Oxford, joining them as a consultant when the need arises.

 

HEADS TOGETHER:

We are members of an association of UK accountancy firms 'Heads Together', who share experience and support to enhance the service we offer our clients. 

 

Annette will be happy to discuss the relevance of her experience and that of her associates to each client’s tax and business needs – just give Annette a call. 

  

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