To introduce you to our eclectic mix of tax team members, we will interrogate members of the AG team each month. This month it is the turn of Helen Cross a tax manager working out of our Taunton office.



How did you get into advising on tax matters Helen?


I started my career with a small accountancy firm, and enjoyed the tax side of things. I took on the responsibility of the tax return process when self- assessment was brought in, and everything became computerised! I then took my tax exams, qualifying as a CTA in 2003, moving to the tax department at Albert Goodman soon after this, where my day is varied and always interesting.

Is there a particular area of tax you enjoy advising on? 


I enjoy advising on capital gains tax, especially land and property transactions where there can be complex calculations, and it is essential to look into the different uses of the property, to establish what reliefs are available. More recently I have become heavily involved in producing reports for divorcing couples and in particular the property aspects, which brings its own unique complexities.

What was the name of the first record you purchased?


 I think it was Now That’s What I Call Music. Yes the very first one, which had no number following!!

If there was one thing you would advise individuals to do in respect of their tax affairs, what would it be?


Contact your adviser when you are considering a transaction, as far in advance of the proposed event as possible, to see if there is any planning that can be put in place to minimise your tax liability. As it can be too late once the proposal has been agreed.

So true Helen. What’s your favourite area for putting on your walking boots and taking in the scenery?


We have some fantastic scenery in East Devon where I live, and I love walking along sections of the coast path. I will be seeing more of the local scenery in the coming months, as I get ready to take on the Jurassic Coast Challenge with Tara Hayes in July, as we are raising money for Cancer Research UK.

 For anyone interested in supporting Helen and Tara, here is their fundraising page

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