Kelly Sizer

Kelly Sizer

Kelly Sizer joined LITRG in 2007 and also volunteers for Tax Help for Older People. Previously, she worked for Grant Thornton in private client taxation. In 2001 she was awarded the John Avery Jones medal for her performance in the CTA exams and in 2012 received Taxation magazine’s ‘Rising Star’ award.

taxation-state-pension-lump-sums
State pensions
1 December 2017

Kelly Sizer discusses the taxation of state pension lump sums

Technical
1 September 2017

While tax advisers themselves must not give pension transfer advice, unless also suitably qualified and regulated by the FCA, tax may be a key factor in making appropriate choices.

Technical
1 September 2017

Accounts that pay rewards can cause confusion for taxpayers. The LITRG website explains further.

Technical
1 September 2017

In early July, HMRC held a ‘Talking Points’ webinar about their aim to reduce cheque payments by post and the elimination of refunds made by payable order. LITRG listened in.

Technical
1 August 2017

Appeals to the tax tribunal can now be filed online.

Technical

The CIOT, LITRG and ATT have all responded to HMRC’s latest consultation on late submission penalties and late payment penalty interest.

Technical
1 June 2017

www.litrg.org.uk provides an overview of trivial commutation rules for defined benefit pensions, and in-house defined contribution that are in payment

Technical
1 June 2017

LITRG is keeping a watch on the problem of ensuring that tax and financial advice are adequately linked up