Louisa Ham
Trust Advisor
Contact details
Louisa is a Trust Advisor in the Succession & tax team, based in our Cardiff office.
Main areas of practice
Louisa assists clients with tax planning advice and in relation to the preparation, dissolution and administration of trusts, together with managing trustees’ annual compliance obligations. She has particular experience in advising trustees and beneficiaries of trusts as well as individual clients.
Louisa has an in-depth knowledge of the preparation of both trust and estate accounts.
Clients
Louisa assists private clients who are involved in a trust, often trustees and beneficiaries and their families.
Expertise
Career
Louisa started her career at a Big Four accountancy firm in 2014 where she obtained both the Association of Taxation Technicians and Chartered Tax Advisor qualifications.
Louisa joined Blake Morgan in January 2024.
Contact details
Memberships
- CIOT - Chartered institute of taxation
Significant Experience
- Providing advice to clients in relation to the tax implications of various types of trusts.
- Advising trustees of of offshore trusts on the UK tax aspects of UK resident and or domiciled settlors and beneficiaries.
- Complex inheritance tax issues surrounding trusts.
- Lifetime inheritance and capital gains tax planning.
- HMRC's Trust Registration Service.
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