Home > Our People > Leanne Hathaway - Tax and Trusts

Leanne Hathaway - Tax and Trusts

Leanne is a Chartered Tax Adviser, specializing in advising on UK tax matters but also including overseas tax as needed.

Having trained with Grant Thornton Accountants, a top ten national accountancy practice, which gave substantial exposure to the local owner managed business and private client sector, Leanne moved to PriceWaterhouseCoopers to gain experience in large corporate tax matters, including reporting to the LSE on company floatations, transfer pricing and other large company tax issues.

Following a further 5 years working in a purely tax advisory capacity at a tax practice, Leanne has developed an expertise in advising on trust structures, including those entered into as part of structured tax planning in the past or family trusts.

Having studied law at University, Leanne works closely with colleagues to ensure that any tax advice is properly implemented for our clients and brings a wealth of experience to the practice.  She is involved with the Education Team of the Association of Taxation Technicians.

With an academic training in law, followed by a period working as a paralegal before commencing tax training, Leanne has a background of working in law and accountancy practices.  Starting out in tax compliance work, learning the skills to prepare tax returns, the advisory role developed from an early stage and is primarily focused on the private client services and family businesses.

Having developed an interest in work involving trusts (in particular family trusts and employment related trusts) Leanne works extensively in assisting Trustees to understand their roles and responsibilities, to help document any decisions they take and to bring to an end any trusts that are no longer necessary in a tax efficient manner.

Supporting the Wills and Probate team, Leanne now assists in complex probate matters, particularly where there have been delays that have caused issues with the tax reporting.  Inheritance tax advice is also on hand for those wishing to discuss their estate planning.

Recent successful cases:

  • Brokering a settlement in respect of a HMRC enquiry into an offshore trust that had been ongoing for six years
  • Advising on a corporate sale so as to secure entrepreneurs’ relief for the vendor
  • Ensuring a client obtained EIS status on a new business start up
  • Advising on disputed probate matters so as to finalise an estate that had been in dispute for over eight years
  • Identifying missing assets for a probate estate worth in excess of £300,000

Testimonials:

"I recommended Leanne Hathaway of Edward, Hands and Lewis (in Leicester) for wills and trust work - I have found her delightful to deal with and she comes highly recommended." - Private client

Leanne Hathaway is based at our Stoney Stanton branch.


Experts Articles

  • Would it be better to buy property through a company?

    The Treasury has proposed a higher stamp duty rate to be paid by companies who purchase their first residential property, however, it is unlikely that a first home would be bought through a company. The valuable exemption proposed is for companies holding more than 15 properties.  If the portfolio is more than 15 properties then… Learn more

  • Tax changes for landlords – what do they really mean?

    IMPORTANT: Buy-to-let landlords will be subject to an additional 3 per cent stamp duty charge for property purchases on or after 1st April 2016.  In addition, there is a withdrawal of other tax reliefs being phased in, in particular, the Wear & Tear Allowance for furnished properties, and a reduction in tax relief available on mortgage… Learn more

  • What do references to “children” mean in Wills and trusts?

    A seemingly simple question, surely, what does “children” mean?  People often make gifts in Wills and trusts to their own children, to the children of relatives or friends, or to other individuals whose status depends on parentage. Some gifts refer to a beneficiary by name, for example, “I give £10,000 to my son Edward Hands”…. Learn more

  • Who is liable to actually pay Inheritance Tax if it is due?

    It is widely known that each person has a “nil rate band” allowance for inheritance tax, but it is not quite as simple as you may think to determine who actually has to pay the tax due.  It is possible to state in the Will who is to be liable for the IHT attached to… Learn more

  • Inheritance Tax and the Family Home

    It has been announced that an increase to the value of the family home which may be left free of inheritance tax is to be increased.           Who will this apply to?   This will apply to individuals with direct descendants who have an estate (including a main residence) with total… Learn more

  • Inheritance Tax and the General Election; who is promising what?

    With the election campaign in full swing the payment of tax and tax thresholds, is a hot topic. Inheritance tax in particular is making the headlines, with some of the major parties promising new reliefs for this form of taxation. Inheritance Tax is the tax payable on your estate after you have passed away, and… Learn more

  • Lasting and Enduring Powers of Attorney – What is the Difference?

    Powers of Attorney are appointed so that someone else or others are able to assist you with various different day-to-day tasks and decisions relating to your property and finances, health and welfare, or both. ‘Enduring Powers of Attorney’ (EPA) was abolished in 2007 and replaced with ‘Lasting Powers of Attorney’ (LPA).  However, if you have… Learn more

  • The Care Act 2014 – Positive Changes on the Horizon

    The much anticipated Care Act 2014 will finally come into force from April 2015. As well as creating a new and improved care funding system, the Act will also bring about tougher inspections for care homes along with tougher penalties for those providing unacceptable care. Another positive change we can expect from April, is an… Learn more

  • Commercial Lasting Power of Attorney

    An essential element of your business continuity plan Two Questions: 1)    Are you a sole trader or a partner in a private firm? 2)    Do you have a Lasting Power of Attorney? Businesses operating through a company have a legal status separately from their owner.  But partnerships and sole traders don’t have a separate status…. Learn more

  • Will an Executor or Personal Representative be personally liable for the obligations under a lease that was in the deceased’s sole name?

    The loss of a family member is a difficult period for anyone.  But one area that often causes confusion is understanding whether the person dealing with their Estate is liable for commitments that they entered into during their lifetime. One commonly seen situation is where a husband and wife jointly operate a business, but the… Learn more


Map and pin icon
Sign up to our newsletter