UK
Ireland
Kelly Morgan specialises in advising individuals on a range of personal tax matters. She has a particular interest in succession planning, which includes advising on Capital Gains Tax and Inheritance Tax. She also advises on trusts, land and property disposals and provides advice to individuals on exiting or selling a business.
Experience
Kelly has experience across various aspects of private client tax. She particularly enjoys advising on Capital Gains Tax and the availability of reliefs such as gift holdover, business asset disposal relief and principal private residence relief. Kelly has spent much of her career to date advising on Trusts and Estates and has excellent relationships with other private client professionals across the region. She advises individuals on setting up trusts as well as trustees on their ongoing obligations. Kelly is often referred work relating to complex deceased estates.
Notable client work and achievements
Kelly was awarded the Jennings Medal in 2012 by the Association of Taxation Technicians for the highest mark in the Business Tax and Accounting Principles paper.
Professional qualifications/memberships
Kelly is a Chartered Tax Adviser and a member of the Association of Taxation Technicians.
Article
Behind the growth episode two: Darcy Laceby of Absolute Collagen
Behind the growth is S&W’s exclusive vodcast series sharing stories and strategies powering business success. In episode two, Lara Lewington speaks to Darcy Laceby, co‑founder of Absolute Collagen, about building a category‑defining brand from scratch. Darcy shares how she and her mother grew the business from a kitchen table idea into the UK’s number one collagen brand, and the risks, decisions and discipline behind that growth.
