Madeleine Swanepoel

Trusts & Tax Manager (Non-Solicitor)

Madeleine Swanepoel

Trusts & Tax Manager (Non-Solicitor)

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+44 (0)1483 791823

Guildford

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Services

Sectors

Madeleine is a trusts and tax manager within the tax compliance team, bringing over eight years of experience in private wealth from top tier firms. She is an LLB graduate in law and a member of STEP, the world’s leading organisation for private wealth professionals.

Specialising in providing detailed, thorough, and comprehensible tax advice, Madeleine assists UK resident and non-UK resident individuals, trustees, and executors with a wide range of complex UK tax compliance matters, including income tax, capital gains tax, and inheritance tax. She adheres strictly to UK tax legislation.

I am committed to ensuring that every client feels confident in my professional care. My aim is to alleviate stress and deliver exceptional service, prioritising clients’ best interests by developing strong working relationships and providing clear tax advice.

Madeleine Swanepoel, Trusts & Tax Manager (Non-Solicitor)

Madeleine focuses on delivering tax advice tailored to her clients’ needs, managing the preparation of annual self-assessment tax returns, estate and trust accounts, and 60-day capital gains tax on UK property. Her expertise includes assisting with complex historic accounting for individuals, preparing and submitting tax disclosures to HM Revenue and Customs and settling tax enquiries and penalties issued. She ensures that clients receive the highest standard of service, navigating intricate tax issues and alleviating stress in order to achieve the best outcomes.

Recent work highlights

Tax on gifted property

Providing tailored advice to the trustees of a relevant property trust, where the property was to be gifted to a beneficiary.

Undeclared trade income

Assessing the financial affairs and undeclared trade income for a deceased individual. This involved calculating the tax owed and submitting a digital disclosure to HMRC on behalf of the executors of the deceased’s estate.

Indirect property disposal

Calculating capital gains tax and preparing a submission for non-resident CGT on UK property for a non-resident company shareholder on the basis of an indirect property disposal.

Lifetime CGT position

Settling the historic capital gains tax position on the undeclared gifting of property to a descendant by a deceased individual several years prior to the date of death.

Non-qualifying IIP trust

Advising trustees on the removal of a vulnerable trustee and the appointment of a new trustee. This included appointing life interests and terminating a 1955 non-qualifying IIP trust.

Transfer of matrimonial home

Providing advice on the capital gains tax position for a plaintiff following a court order to transfer a matrimonial home to an ex-spouse as part of a consent order.

Non-resident landlords

Applying for non-resident landlords to receive UK rental income free of basic rate tax, and preparing and submitting their UK tax returns claiming relevant non-resident UK tax-free personal allowances.

Non-resident landlords

Applying for non-resident landlords to receive UK rental income free of basic rate tax, and preparing and submitting their UK tax returns claiming relevant non-resident UK tax-free personal allowances.

What people are saying

Thank you very much for all your careful and clear work.

Private client

A huge thank you for all your wonderful help in getting this resolved.

Private client

I appreciate the clear explanation of the process.

Private client