Manager

Katie Templar

Katie has 3+ years of experience working at Heartwood Accountants

Her specialisms are:

  • Real-time Capital Gains Tax
  • Let Property Campaign
  • Worldwide Disclosure
  • Pension tapering

As a Business First class honors graduate at the University of Herts, Katie has strategic knowledge that has helped many small businesses and invididuals.

Specialisms:

Real time capital gains declaration: HMRC now require you to declare the sale of a property within 30 days. Katie has helped her clients make sure this is filed on time to avoid penalties. She also makes sure that each client has claimed all the allowable expenses that they had in order to reduce their tax liability.

Let Property Campaign: Katie has completed many let property campaigns for her clients. She has helped individuals come forward to declare their rental income from the past years. She has successfully applied a reduced penalty rate and helped clients lower their tax bill.

WorldWide Disclosure: Many clients do not realise their responsibility to declare their foreign income. It can be very daunting when you find out. Katie has helped many clients come forward and declare their income, using HMRC’s worldwide disclosure.

Pension tapering: Planning for your future is vital, contributing to your pension is a beneficial way to plan for the future. Katie has helped many individuals understand their pension input allowance and also calculated people’s carry forward allowance. This has helped many different clients know and understand how much they can contribute to their pension without incurring a tax charge.

Hobbies & Interests

Katie enjoys cooking and baking in her spare time. She has also recently started playing badminton.

I decided to up my pension contributions this year following the calculations shown to me by Katie. Thank you Simpltax and I will definitely use you again for my next tax return.

Peter

Katie Templar handled my claim and was efficient, communicated well, responded to all my queries, and remained professional throughout.

Daniel

Katie Templar has been excellent, very efficient and processed the return very quickly. She took all the hassle away from me, I'm very pleased. The company I used last time was not this professional.

Gary

Excellent staff, very helpful. Katie was amazing and always responded promptly to inquires. This was my first self-assessment tax return and I will be staying with the company and recommending them to others.

Richard

Talk With

Katie Templar

Call 01582 834850

Email Katie
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