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Murray & Lamb appoint Head of Personal Taxation

As of the 1st September, North East based accountancy & business advice specialists Murray & Lamb is proud to announce and welcome Gillian Brownlee as new Head of Personal Taxation to the team. An incredibly exciting move for the business and rewarding career opportunity for Gillian.

As a business going from strength to strength, Murray & Lamb is a regional accountancy firm, dedicated to providing local businesses and individual clients with a huge range of accounting, tax and advisory services. They pride themselves on the offering of first-rate accountancy and tax advice and as a result have built a strong client and partner portfolio. This portfolio has seen them become recognised as one of the most trusted and reliable independent professional accounting firms in the region.

Having spent over 25 years as a qualified Chartered Tax Adviser working at a big 4 accounting firm, Gillian joins the team at Murray & Lamb to expand their offering and enrich the exceptional service already provided to their growing client base. Gillian’s career began in personal tax before delving into trust and estate taxation. So her expertise and specialisms within these areas is vast.

As part of her new role, Gillian’s daily responsibilities as Head of Personal & Trust Tax Services will include :

• Reviewing clients exposure to inheritance tax and advising on tax efficient lifetime gifting solutions including where appropriate the use of trusts
• Dealing with all aspects of trust tax compliance to remove the burden on trustees including trust registration and trust register maintenance, preparation of Self Assessment trust returns and calculation of trust principal and proportionate inheritance tax charges
• Providing advice to trustees around the disposal of trust assets and the tax implications of making distributions to beneficiaries, making best use of any available reliefs.
• Overseeing the existing personal tax service

Gillian Brownlee, Head of Personal Taxation at M&L said:

“Working for a big 4 firm prior to this move has equipped me with a number of great opportunities and I have built up a wealth of experience in all aspects of trust and estate taxation. I felt the time was right for a new challenge and was keen to experience working with local clients as part of a smaller firm. Murray and Lamb seemed like a great fit for me as they are very much focused on providing an all round quality service to their clients and are continuously looking for ways to expand their service offering.”

Daniel Stephenson, Director at M&L comments

“We are thrilled to have Gillian on board. She brings a fresh perspective and with her level of personal taxation excellence, we are able to grow our division and strengthen our offering to clients new and old.

“Now more than ever, we need to support our clients by delivering a diverse range of accountancy solutions of which the intricacies of personal and estate taxation is key. Gillian joining the team is another fantastic step forward for our business and part of our ambitious expansion plans”.

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