KIBWORTH TAX SERVICES - Key Persons
Alex is a professional operating in London, Somerset and the East Midlands who specialises in Inheritance Tax, corporate restructuring, HMRC investigations, personal tax and landlord related issues. Alex has been working in tax for since 2007 and was born in 1980.
Alex's career began at a regional tax practice where he assisted on projects across the spectrum of tax work whilst passing his Association of Tax Technicians exams. Alex then focused on personal tax and moved to London to manage a large portfolio of clients for a top-ten firm in the City.
More recently, Alex has become a director of Kibworth Tax Services Limited and advises clients all over the country on a wide range of subjects, mostly connected with owner-managed businesses, reconstructions, Inheritance Tax and landlord tax, including incorporations.
Alex is happiest when solving new problems and meeting new people.
Job Titles:
- Consultant
- Consultant Tax Adviser
- Member of the Chartered Institute of Taxation
Dorothy is a member of the Chartered Institute of Taxation. She spent over 25 years working in the accounting profession, starting her career with a family firm of Chartered Accountants, where she specialised in accounts and tax work for individuals, owner managed businesses and medical practices. It was during this time that she decided to specialise in tax and qualified as a Chartered Tax Adviser in 1993.
Dorothy went on to work for Moore Stephens in Leicester as their Tax Manager before moving to a specialised tax practice where she spent 5 years working in compliance and advisory work for high net worth individuals.
Since 2011 Dorothy has worked as a consultant tax adviser. This includes assisting accountants and solicitors with HMRC enquires, tax advisory and compliance work with particular emphasis on personal tax. She also has had a growing involvement in trust and estate work, including preparation of accounts and IHT compliance work. Dorothy believes her accounting back ground gives a clearer understanding of the tax issues and queries that clients have today.
Dougal has been involved in tax since 1973 when he joined HMRC as a direct entrant Inspector of Taxes. He qualified as a fully trained Inspector and, although it is many years since he left HMRC, he still finds the experience valuable in understanding HMRC's approach to matters and, normally, in forming good relationships with them in negotiations.
Having completed his HMRC training, he then joined what is now KPMG to train as a chartered accountant in 1979 and duly qualified 3 years later. In 1985 he became a partner in KPMG and had 13 years as senior tax partner in KPMG's Leicester office where, in between dealing with multi-national and quoted clients, he learned a great deal about entrepreneurs, their companies and their needs.
In April 1998 he set up his own practice to assist local entrepreneurs and provide high quality advice to them. He has worked in that area ever since with a growing specialisation in Inheritance Tax but still with a broad general portfolio of corporate and personal tax matters.
Although now enjoying semi-retirement, one of his specialist areas remains helping to unravel older tax-schemes that were set up in the noughties and are now deemed by HMRC as being unlikely to work. The work he has done in that area often involves detailed negotiations with HMRC but there are other options available.
Mark has been working in the industry since 2005 providing probate and estate planning services.
Mark began his career working for a legal services company focusing on Inheritance Tax planning and probate services. During this time he became an associate partner, a role which he held for 8 years. Mark originally started working with Kibworth Tax Services Limited in 2013 and now spends most of his professional time supporting private clients and business owners around the issues they face regarding estate planning and Inheritance Tax.
Mark holds a particular interest in supporting landlords and has a good understanding of the issues they face when it comes to estate planning. Working with the team, we have a number of effective solutions to alleviate these issues giving our clients far-reaching benefits.
Outside of work Mark enjoys spending time with his wife and 3 daughters and whenever possible cooking a BBQ.
Nick has been advising on various tax matters for almost 20 years, and has throughout this time worked for tax practices focusing on a wide range of commercial and tax-related problems. He is currently the joint-owner and managing director of Kibworth Tax Services Limited.
As an economics graduate, a Fellow of the Association of Tax Technicians and a member of the Chartered Institute of Taxation, Nick has shown throughout his career that he has the ability to keep abreast of the latest thinking in tax, ensuring that clients are best served through access to the best, most up-to-date practical advice.
Rochelle joined Price Waterhouse as an office junior following the successful completion of her A-levels. Shortly afterwards she took on the additional role of receptionist. Upon the firm becoming PricewaterhouseCoopers, Rochelle became a full-time secretary with responsibility for the various tax departments, carrying out both administration and support work for approximately 30 members of staff.
After 7 years in a ‘Big Four' environment, Rochelle sought a change and worked as PA to the Director of Leicester Housing Association for 6 months. Following this, she joined a medium-sized tax consultancy firm in Leicester as PA to the Senior Partner.
Following this company's acquisition by a larger accountancy firm, Rochelle was asked to continue in her role by a number of her previous firm's managers who wished to create Kibworth Tax Services Limited.
Rochelle's current role is to support the team with general administration whilst providing PA services for the three directors. As well as carrying out the book-keeping for the firm, she maintains client progress charts; assists with the drafting of various documentation and preparation of Tribunal ‘bundles'.