Lina Bolton

Chartered Accountant
Trusts & Estates Team

Lina is a qualified chartered accountant and full STEP member, with over ten years' experience having trained at a Big 4 firm, working in the Trusts and Estates department at Stone King. She deals with individuals, estates and trusts on a broad spectrum of personal tax compliance matters covering income, capital gains and inheritance tax.

Lina also deals with probate, estate and trust administration including the preparation of estate and trust accounts, inheritance tax planning and general tax advice. On an ad-hoc basis, she also acts as an independent examiner for charitable trusts, preparation of financial statements in accordance with Charities Act 2011, SORP FRSSE and gift aid tax advice.

Lina can also provide business advice to small owner-managed businesses.

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