Kelly Sizer

Kelly Sizer

Kelly Sizer first joined LITRG in 2007 and returned to the staff in 2019 after a year working for Tolley broadening her tax writing experience. She is a CTA (Fellow), which was awarded in 2018 for her thesis on the complexities of tax-incentivised savings for the low-income population. She is an active member of the CIOT’s branch network.

Technical
1 May 2019

LITRG comments on the FCA’s latest Retirement Outcomes Review consultation.

Technical
1 March 2019

LITRG has responded to the latest Department for Work and Pensions consultation on the government’s plans to develop ‘pensions dashboards’, which will aim to enable individuals to see all of their pension savings in one place online.

Technical

The ATT, CIOT and LITRG have responded to a call for evidence from HMRC on amendments to tax returns

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.