Tax Specialism Team

• Pauline Jackson FCCA CTA

  Tax Partner, Carlisle Office
  Pauline Jackson FCCA CTA

  Tax Partner, Carlisle Office

  • pauline.jackson@saint.co.uk
  • 01228 534371

  “It’s great being able to use our tax expertise to help clients achieve their goals”

  Pauline has been a part of the Saint & Co family since 1999. She works closely with businesses and personal clients in a wide variety of areas, placing a particular focus on tax planning. 

  Pauline helps our clients identify tax planning opportunities and ensures reliefs and exemptions are being maximised with regards to Inheritance Tax, Capital Gains, Share acquisitions & disposals, Income tax and Stamp Duty. Pauline says: “Before you make any major decisions for your business or in your personal life, pick up the phone and speak to us”. 

  What I’d most like to be doing if I wasn’t in Accounting: A florist or something to do with aromatics, I love all the different smells

  Mostly likely to find me: At a live music event (I’ve seen well over 100 different performers including Michael Jackson, Bruce Springsteen and too many other greats to pick out) or out in nature. 

  One thing I wish people knew about me:  I’m a frustrated ice skater - wish I had been able to take this up at a much younger age!

  Clients most often say: I explain things in a way that makes a complicated matter easy to understand.

  

• Alex Dent FCA CTA

  Partner, Carlisle Office
  Alex Dent FCA CTA

  Partner, Carlisle Office

  • alex.dent@saint.co.uk
  • 01228 534371

  Alex qualified as a Chartered Accountant in 2013 and a Chartered Tax Advisor in 2019 and has been with the firm since 2015, based in our Carlisle office.

  Alex has lots of experience in many aspects of tax, providing specialist advice on a vast number of areas, including:

  Personal Tax

  • Capital gains tax planning including the use of rollover and holdover relief, saving thousands of pounds of tax
  • Capital gains tax planning for the disposal of residential property
  • Advising on the disposal of businesses & shares to maximise tax relief
  • Inheritance Tax planning advice, on how to maximise reliefs and exemptions often saving many thousands of pounds of tax 
  • Advising on the tax advantages of utilising trusts

  Business tax 

  • Advise on structuring businesses to achieve maximum tax savings
  • Tax advice on business restructures 
  • Corporation tax advice and completion of returns 

  Trusts 

  • Advice on tax efficient winding up of a trust 
  • Tax advice on income and capital distributions 
  • Completion of annual accounts and tax returns 
  • Calculating and completing returns for exit charges and ten yearly charges

  Estates 

  • Tax planning advice for executors and beneficiaries to minimise the tax burden on the Estate
  • Income tax reporting, whether formally via a tax return, or informally agreeing the liability with HMRC

  When not enjoying time with her two children, Isabelle and Henri., she is also a keen Gin connoisseur.  She also enjoys going for walks in the Lakes with her husband and children and dog, Ivy.

• Debbie Marston FCCA CTA

  Tax Manager, Ambleside Office
  Debbie Marston FCCA CTA

  Tax Manager, Ambleside Office

  Debbie qualified as a certified accountant in 2001 and as a Chartered Tax Adviser in 2003 and has been with Saint & Co since 2007.

  Debbie has wide experience in accountancy having worked in both industry and practice and enjoys helping clients with the numbers side of their business so that they are a useful tool for their business management whilst being compliant and tax effective.

  Debbie specialises in all aspects of personal and business tax including;

  • Capital gains tax planning for the disposal of residential property
  • Tax planning on both the acquisition and disposal of businesses to maximise reliefs and minimise tax liabilities
  • Tax planning for incorporation of a business and the either the disposal of shares or disincorporation.
  • Ensuring compliance and timely completion of all tax returns to avoid penalties and maximise use of all reliefs.
• Sharon Inge FCCA

  Senior Manager, Carlisle Office
  Sharon Inge FCCA

  Senior Manager, Carlisle Office

  • sharon@saint.co.uk
  • 01228 534371

  Sharon has been with Saint and Co. since 1988. As a Senior Manager, she is responsible for managing office workflow, staff training, reviewing accounts etc .

  She also specialises in dealing with Estates when an individual has passed away, liaising with solicitors and executors as necessary, preparing Estate accounts if required and attending to all related taxation matters, including planning for the beneficiaries to minimise their capital gains tax and income tax liabilities. Her background in accountancy and personal taxation has been beneficial in her understanding of  complex Estates.

  Says Sharon: “I think the number of long-serving staff here at Saint and Co only emphasises that this is a great place to work. And I love that I get the chance to play a big part when showing our enthusiastic trainees the ropes.”

  In her spare time, Sharon enjoys trying out new recipes in the kitchen, and exploring destinations across the UK and abroad. During lock down , she rediscovered her love of jigsaw puzzles.

• Katy North

  Tax Assistant, Carlisle Office
  Katy North

  Tax Assistant, Carlisle Office

  • Katy.North@saint.co.uk

  Katy joined Saint & Co in 2021 after hearing all about her Mum’s positive dealings with the firm that she could not fault.

  As a personal tax trainee, she undertakes a large range of tasks relating to personal tax, including preparing personal tax returns, calculating inheritance tax and registering Trusts to name a few.

  She is from a customer service background and enjoys helping clients. She says, “Even if I am not helping resolve a client’s query, knowing that I am helping clients in other ways (such as preparing their tax return) is just as rewarding. I love that every client is different along with the work that I undertake for them. No two days are the same and the variety and range of work I do has helped support my learning that I do at college alongside my work”.

  Katy loves that everyone at Saint and Co are really friendly and colleagues are always available for support if you need it. Some of her training has been a massive learning curve and really appreciates the support she has gained from her colleagues.

  What I’d be like to be doing if I wasn’t in Accounting: I was a budding Ballerina when I was younger having received training at The Royal Academy of Dance in London. I also performed with English Youth Ballet when I was 16 or 17. I always wanted to be a ballet teacher then I realised at the age of 18 I am not a patient person with other people’s children!

  When I’m not at work I’m mostly ………….. Making things with Lego (I am obsessed). I also love food… so I am probably eating whilst doing the above.

  Something interesting about me I won the world’s most unique marmalade in 2007 (at Dalemain) with my entry featuring heart shaped peel suspended in orange jelly. Some of my friends still refer to me as ‘POPAP’ (Princess of Peel and Preserve) which I was referred to as in the local paper.

• Shelly O’Neill

  Tax Advisor, Carlisle Office
  Shelly O’Neill

  Tax Advisor, Carlisle Office

  • shelly@saint.co.uk

  Shelly has been with Saint & Co since 1990. She originally trained as an account’s assistant for 10 years before moving into the tax department. For the last 20 or so years her role has been a tax advisor which means she is responsible for the preparation of personal tax returns.

  She also specialises in the preparation of benefit in kind forms.

  In her spare time Shelly enjoys shopping trips to Glasgow and Liverpool. She also enjoys walks with her husband and eating out with friends and family with a glass of prosecco.