Peter Swales


Tax and Trusts Executive

Experience

Peter began his career in tax at a regional accountancy firm, where he worked for nine years. His role was originally within the personal tax department, where he managed a large portfolio of individual clients. This role included advising in respect of Income Tax, Capital Gains Tax, and National Insurance Contributions, and ensuring all annual tax compliance needs were met. He then moved into the trusts and estates department, where he again oversaw a portfolio of clients and dealt with their tax compliance needs, whilst also assisting executors with the administration of estates, including probate and Inheritance Tax advice.

In 2017, Peter moved to a national chartered accountancy practice, where he honed his skills in the trusts and estates team, and was involved with more complex issues including offshore trusts and Employee Benefit Trusts. He joined Birketts in January 2021 as a Tax and Trust Executive within the Private Client Advisory Team, where he assists the team with the annual compliance of their trust and estate clients, and offering advice in respect of Income Tax, Capital Gains Tax, and Inheritance Tax.

Peter is based in our Norwich office.

Contact

* denotes required fields.