Kate Willis | Tax Adviser

Kate Willis

Kate Willis

Technical Officer, CIOT, [email protected]

Kate Willis is the CIOT’s Technical Officer for the CIOT’s Property Taxes Committee, the Welsh Technical Committee and the Business Rates Working Group. She is also Secretary of the Stamp Taxes Practitioners Group. Kate joined the CIOT in 2007 having worked in tax in industry and the Big 4 in both the UK and abroad.

Update: renewals basis for let property

By Kate Willis | April 1, 2015

In February 2014, the CIOT and the ICAEW wrote a joint letter to HMRC seeking clarification of the availability of the n...

Technical

Individual Savings Accounts (ISA): transfer of benefits to a surviving spouse or partner

By Kate Willis | April 1, 2015

Both the CIOT and ATT have commented on the draft Individual Savings Account (Amendment) Regulations 2015 that provide f...

Technical

FA 2015 changes to entrepreneurs’ relief: CIOT makes further representations

By Kate Willis | July 1, 2015

In recent instalments of Technical Newsdesk we have reported on the CIOT’s submissions to HMRC setting out members’ conc...

OMB

Personal tax

Taxation of part surrenders of life insurance bonds – 'a frankly ludicrous result'

By Kate Willis | March 1, 2015

The tax regime governing part surrenders of life insurance bonds in ITTOIA 2005 Ch 9 Pt 4 has drawn severe criticism fro...

Technical