Sam worked for a small firm of accountants in Beverley for five years preparing accounts and then moved to advising the private clients regarding their personal tax affairs. In 1998 Sam joined Ernst & Young's tax investigation team in the North of England. Sam attained her professional tax qualification in 2001 as a Chartered Tax Adviser. Sam left Ernst Young’s Tax Investigation Team in May 2007 to join Gilbert Tax as a partner.

Sam is a member of the Chartered Institute of Taxation and currently holds the post of Chairman of the Leeds branch.

Sam has extensive experience in tax investigation including:

• Special Civil Investigations COP 9 enquiries covering cases of suspected serious tax frauds
• Special Civil Investigations COP 8 enquiries in cases where large sums were suspected to be outstanding but fraud does not seem to be an issue (often planning arrangements like Trusts and EBT's)
• CTSA/ITSA enquiries
• PAYE Compliance
• Residency and domicile investigations
• Offshore bank account investigations
• Capital Gains Tax investigations
• Savings and Investments Tax investigations
• Failure to register for Tax, National Insurance and VAT

Sam also has experience of advising private clients regarding their personal tax affairs, including income, capital gains and inheritance tax planning.

To Contact Us