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Daniel May

Trainee Trust and Tax Accountant

Tax

Biography

I am a trainee accountant who joined our Bishop’s Stortford team in March 2023. I now assist individuals, trustees, and executors with their accounting and UK tax compliance responsibilities.

Delivering what you need

As a part of my training, my role involves much of the work we can do to assist individuals acting in their capacity as executors or trustees. I am happy to help you meet your tax obligations in these roles by preparing tax returns and annual accounts for both trusts and estates. As guidelines are known to change, I can help you fulfil requirements such as trust registration and keeping these records updated.

Expertise

Inheritance TaxPersonal TaxTrusts

I've never found an area where Tees have been unable to help. There is considerable strength across the organisation. Individuals have good contacts outside of their practice area. I have always found Tees accessible and helpful.

Further information

I am starting the journey of my professional qualifications at Tees. I will be undertaking examinations as a part of the process, all while being supported by my team and applying my studies to my work.

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