Our Team

Anita Bates ATT

Anita is our highly regarded Tax Manager and a cornerstone of our Private Client department since 1994. With nearly three decades of experience, Anita is an expert in all matters related to income tax, capital gains tax, and inheritance tax.

As an Association of Taxation Technicians (ATT) qualified professional, Anita possesses a deep understanding of tax intricacies, ranging from simple income tax calculations to complex inheritance tax scenarios. Her expertise extends to navigating the interaction of reliefs and grossing up, ensuring that clients receive comprehensive and accurate advice tailored to their specific needs.

At our firm, we understand that tax considerations permeate various areas of law, which is why Anita's knowledge extends beyond traditional tax matters. She frequently assists clients referred from Matrimonial and Conveyancing departments, addressing income tax and capital gains tax issues that arise in these contexts.

She also boasts extensive knowledge of trust and estate administration, making her a valuable asset for clients seeking comprehensive solutions to their financial and estate planning needs. Known for her problem-solving skills and meticulous approach, Anita is dedicated to helping clients navigate complex tax and estate matters with confidence and ease.

• Association of Taxation
• Year of Qualification: 2001
• Membership: Association of Taxation Technicians (ATT)

Specialism:

• Self-Assessment
• Capital Gains Tax on UK Residential Property
• Advising on appropriation/appointment of assets to mitigate CGT liabilities.
• Capital Gains Tax Hold Over relief for trusts.
• Inheritance Tax calculations
• Estate Accounts and Trust Accounts
• HMRC Trust Registration Service

Telephone:

01825 705 180