Karen Stone FCCA

Accountant Aylesbury Karen Stone FCCAAccountant Aylesbury Karen Stone FCCA

Senior Enquiries Lead – Accountancy and Tax Advisory Services

Qualifications

  • Fellow Member of the Association of Chartered Certified Accountants (FCCA)
  • Member Association of Accounting Technicians (MAAT)

Experience

  • Karen has extensive knowledge with which to advise owner-managed businesses, personal tax and trust clients.
  • Sector experience includes consultancy, agriculture, property ownership/management, construction and training.
  • Understands the challenges of running a business and can advise clients on, for example:
    • Cost reduction
    • Tax savings
    • Timing of capital expenditure.
  • Advises personal clients on:
    • Inheritance tax planning, taking into consideration asset protection and the use of trusts.
    • Bringing tax affairs up to date (potential rental omissions)
    • Capital gains tax calculations and submissions.
    • HMRC interactions including: managing enquiries.
  • Works with our tax and accounts departments in an advisory role.

Achievements

  • Helps owner-managed businesses improve their finances.

Personal Interests

  • Karen enjoys spending time with their family and friends as well as being outdoors, particularly walking and cycling