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I have worked in the tax sector for almost 40 years, with significant experience in the Accounting and Legal sectors as well as HMRC. I was amongst the first group in Scotland to undertake the Diploma and become a member of The Society of Trust & Estate Practitioners (STEP). I have since mentored a number of students through this programme. I advise individuals, Trustees and small businesses on matters such as tax compliance and effective tax and estate planning. As part of a more holistic process, I provide general “life stage” reviews to ensure that people and business owners are making the most appropriate decisions in regard to their own circumstances. I offer a free initial discussion on our services and how they can benefit you most. For many of our services, we agree set fees and stick to them. If you would like to see how we can benefit you, give me a call or email me using the contact details below or send me a private message through LinkedIn. brendan@kellytaxservices.co.uk
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