Personal & Business Taxation – Everfair Tax
Everfair Tax is a tax advisory and compliance business offering a full range of private client tax services.
We aim to offer our clients a personalised service built on ensuring we really understand their plans and aspirations and assist them in achieving those in the most tax effective manner possible, giving them peace of mind.
Gillian Everall BA (Hons), CTA, TEP
Having trained in Deloitte and gained experience in a number of other large firms such as Baker Tilly, BDO LLP and most recently Frank Hirth plc as an Associate Director in the Private Client Group, Gillian has spent the last 15 years working with high net worth individuals advising across a broad range of tax issues and across income tax, capital gains tax and inheritance tax.
In recent years Gillian has specialised in dealing with principally international private clients, advising on all the practical aspects of their UK tax position such as their residence status under the new statutory test, their position under double taxation agreements, helping them plan for a tax efficient move to the UK including how to fund UK living expenses, planning for bringing funds to the UK from overseas efficiently, including for business investment, and on their Inheritance Tax position.
We can also help with the UK treatment of specific investments for clients and on the treatment of non-UK pension schemes.
Gillian also has experience in advising on the logistics of claims for EIS, SEIS and Entrepreneurs Relief for entrepreneurial and business angel clients including seeking the relevant clearances from HMRC.
Personal tax compliance services including trust and estate returns, Forms 50FS Inheritance Tax returns, and ATED filings
Advice in connection with arriving in or leaving the UK including consideration of the statutory residence test and any associated implications under a relevant double taxation agreement including claiming of available foreign tax credits
Advice in connection with the obligations arising from receipt of an inheritance
Remittance considerations such as planning for the creation of clean capital prior to arrival in the UK and dealing with mixed fund issues when it is necessary to bring funds to the UK at a later point
Review of the implications of becoming deemed domiciled for Inheritance Tax and advising on the implementation of efficient structuring in advance of this
Review of existing offshore structures such as trusts and the related compliance obligations
Advice in connection with tax efficient investing and taking advantage of EIS/SEIS and business investment relief including making the appropriate claims to HMRC
Advice in connection with the practical implications of planning for any change in marital status or the need to fund the costs of the next generation
Planning for long term residence in the UK including a review of the tax efficiency of investments if moving to a worldwide basis of taxation and how to optimise the position as well as the implications of the capital loss election
Planning for retirement including the tax efficient drawing of pension funds
Opening Hours and Contact Details for Everfair Tax, Weybridge
Saturday & Sunday: Closed
Bank Holiday times may vary.