Marcus Worthington
Partner @Thompson Jenner
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WORK HISTORY
Partner @Thompson Jenner
Exeter, GB
EDUCATION
University of Birmingham
BSc (Hons), Mathematics
ABOUT MARCUS WORTHINGTON
I manage a client portfolio of individuals, trusts, and owner-managed businesses and limited companies advising them on business, accountancy and taxation matters, to include:HM Revenue and Customs and Companies House compliance workTax advisory work maximising tax efficiency whilst providing peace of mind that compliance is being metSuccession planning to mitigate Inheritance TaxProvision of accountancy services for several UK resident and offshore trustsUK Tax advice for those trusts. Particularly with regards the changing non-resident tax regime. Advising with regards CGT, Income Tax, and Inheritance Tax matters for both trustees and beneficiariesAdvising on share transactions, including: tax advantaged investment schemes such as EIS/SEIS; company share buy backs; valuations for retirements, succession planning, employee share purchasesCompany valuations and advising on acquisitions/ investment into SMEs.Advising on VAT and sales tax on a European and International level
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