Claire Ellis has more than 20 years’ experience working with private client individuals in relation to their personal and business tax affairs.
Claire provides tax advice including income tax, capital gains tax and inheritance tax. This includes supporting individuals with the tax implications of succession planning and transactional matters. She provides tax advice to non-UK resident individuals with UK income and gains. Claire also advises individuals who are leaving the UK.
Claire works with the family and property disputes teams providing advice in relation to the transfer of assets and the tax implications for such transfers.
Claire also has experience in making tax disclosures to, and negotiating with HMRC. She also advises clients in respect of trust tax reporting and estate administration, to include tax efficient transfers and reporting to HMRC. This includes advising trustees who have previously not been required to report or pay tax in the UK for previously excluded property following changes in April 2025.
Recent work highlights
Advising trustees on the tax reporting and quantum of tax payable following the removal of the domicile regime and the impact on previously excluded property. Advising on the future tax reporting for upcoming trust anniversary charges and the reliefs available.
Advice to private client individuals who are planning to leave the UK and the ongoing UK tax reporting following their departure. This included consideration to the timing of their departure and the impact for the future disposal of assets held outside the UK.
Advising clients on the anticipated sale of UK land and property and the tax implications of entering into a conditional contract with the purchaser.
Experience & education
2021 Qualified as Chartered Tax Adviser
Areas of Expertise
Accreditations
Chartered Institute of Taxation
Member
Association of Taxation Technicians
Member