Head of Trust & Tax

Melanie Jacobs

Melanie Jacobs HK Law

Melanie is an Associate and Head of the Trust and Tax Team based in Dorchester.

I began my career at HK Law as an Office Junior and have progressed within the firm over a period of almost 20 years. I was instrumental in the creation of our specialist Trust and Tax Department and have a wealth of knowledge of the firm as well as being very passionate about the Department and Team that have developed.

I am able to advise Trustees in relation to all aspects of Trust administration including their powers and responsibilities, interpreting Trust Deeds and documentation, changing Trustees, preparing Trust documents and Trust Accounts. Tax can be complex and I can ease that burden for Trustees by advising and assisting in relation to Income Tax, Inheritance Tax and Capital Gains Tax issues affecting Trusts including dealing with any reporting requirements and preparing calculations of any of the taxes that may be due.Following a recent change in reporting requirements for Trusts in relation to HM Revenue and Customs Trust Registration Service, I can support Trustees in understanding the registration process and ongoing reporting requirements.

Specialisms

  • Personal Tax – Preparation of Tax Returns and Income Tax Repayment Claims for individuals
  • Estate Tax
  • Hold Over Relief Claims
  • Vulnerable Person Elections
  • Automatic Exchange of Information Returns
  • Capital Gains Tax Returns in relation to the disposal of UK Property for estates, Trusts, individuals and non domiciled residents
  • 10 Year Anniversaries in relation to Discretionary Trusts
  • Winding up Trusts

Memberships & Accreditations:

Where Melanie Jacobs works

HK Law Blandford office

Blandford

The newest of the HK Law offices and proud to service the people and businesses of Blandford and the surrounding area.

HK Law Bournemouth office

Bournemouth

Our Bournemouth Solicitors, based at our office in Southbourne, are here to support you with all the personal and business legal needs.

Somerset Solicitors

Crewkerne

HK Law’s history in Crewkerne dates back to 1749, making it the longest standing solicitors firm in the country.

HK Law Blandford office

Dorchester

With offices at 40 High West Street and 1 Colliton Walk, our expert team provides a comprehensive range of legal services to the people of Dorchester and surrounding areas.

HK Law Parkstone office

Parkstone

Our Parkstone solicitors, based in the heart of Ashley Cross, are here to offer you expert local legal advice.

Poole Solicitors

Poole

Our HK Law team in Poole assist local clients with their legal requirements.  Local to you, we are always on-hand to meet up whenever it suits you.

HK Law Swanage office

Swanage

HK Law have held a strong presence in Swanage for generations. When it comes to client care, we pride ourselves on a modern approach backed up by traditional values.

HK Law Wareham office

Wareham

Wareham is the office from which HK evolved. Today our Wareham office prides itself on offering the town a full range of legal services whilst keeping things simple and personal.

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