Mrs Sharon Omer-Kaye

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Hermes House
Fire Fly Avenue
United Kingdom

Email: [email protected]
Telephone: +44 7736 843368
Practice Areas: Charity formation/administration, Company formation/management, Compliance/regulation, Cross-border estates, Estate planning/administration, Family business, Family office, Investment, Rural family, business and agriculture, Tax, Trust planning/administration, Wills and probate, Tax Advisory - Trusts and estate planning, International client, Succession planning, Digital assets
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Tax Advisor
STEP Gloucestershire and Wiltshire
Gloucestershire and Wiltshire Branch Committee
Special Interest Groups:
Business Families | Cross-Border Estates | Digital Assets | International Client

Taxation specialist with over 30 years experience starting at HM Revenue & Customs in 1989 and moving into private practice in 1991. I look after a portfolio of clients across a number of sectors including cryptocurrency/blockchain and rural. In addition I specialise in assisting private clients with a multitude of issues ranging from trusts/estate and probate, succession issues, international issues (including offshore trusts/residency/domicile), capital tax planning, planning with investment strategies as well as UK domestic tax.

Qualifications include;
- Chartered Institute of Taxation
- Association of Taxation Technicians
- Society of Trusts & Estate Practitioners
- Institute of Professional Willwriters
- Personal Finance Society/Chartered Insurance Institute

SpecialtiesTrusts/Estates Tax
Rural Businesses
International / Cross border Taxation including non doms/offshore trusts
Professional Partnerships

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