Corrine Davies, a Chartered Tax Adviser, plays a vital role in our Private Client team, offering expert guidance on Income Tax, Capital Gains Tax, and Inheritance Tax matters.

Specialist expertise
Corrine assists individuals, trusts, and estates with a variety of tax-related needs, including:

• Self-Assessment Tax Returns for individuals, trusts, and estates
• Trust and estate accounts
• Trust and Complex Estate registrations
• Capital Gains Tax returns
• Inheritance Tax forms
• Period of Administration tax calculations and forms R185.

Her extensive knowledge ensures that our clients receive tailored advice, particularly in complex situations where a precise understanding of tax legislation is essential.

Streamlining probate and estate administration
Since joining Boys & Maughan in 2022 after nearly two decades in the accountancy industry, Corrine has become a key resource for our probate and estate administration services. By managing tax returns and estate accounts in-house, she helps us:

• Accurately calculate estate values, consider the impact of chargeable event gains on life assurance policy’s and ensure all available reliefs are claimed
• Spot potential issues that could result in lost or overlooked funds
• Expedite probate processes by coordinating tax and estate matters seamlessly.

Corrine’s expertise saves our clients time and provides executors with the confidence to navigate complex circumstances effectively.

Collaboration across the firm
Corrine serves as a specialist sounding board for our legal team, with most estate account matters sent to her for review. Her meticulous approach ensures that nothing is missed, enhancing the accuracy and efficiency of our services.

Complementing our Canterbury Office
For clients based near our Castle Street, Canterbury office, Joanne Beale offers a similar service, ensuring that expert tax advice is accessible across our firm.

Why choose Boys & Maughan?
With Corrine’s expertise, we eliminate the need to outsource tax-related tasks, providing a seamless, all-encompassing service for our clients. Her in-house assistance allows us to deliver comprehensive support for individuals, trusts, and estates, ensuring that tax compliance and financial management are handled with care and precision.

To learn more about how Corrine can assist with your tax and estate planning needs, contact Corrine on 01843 269328 a member of our private client team.