Gill Tallon, a member of the Chartered Institute of Taxation, is a private client specialist and has been a Partner at Mercer & Hole since 1999. She is also a Director and shareholder of Mercer & Hole Trustees Ltd, the firm’s Trust Corporation.
Gill’s portfolio of clients include individuals, their families and their trusts, some of whom she has known for many years. She acts as trustee for many of her clients and advises on all aspects of personal financial planning, particularly involving trust and estate tax planning strategies. She also takes a special interest in acting for non domiciled individuals and offshore trusts.
Gill says “I draw a lot of diagrams in my client meetings – I find it helps to explain how sometimes quite a difficult technical aspect of the legislation point applies to their real life situation. I get a real buzz when a client confirms they have fully understood what their options are.”
Her experience in taxation began in 1979 when she joined the Inland Revenue. She then went on to work as a Manager for Binder Hamlyn, specialising in the private client and trust field, and then as a worldwide manager for Andersens when the two firms merged in 1994. In 1998 she joined Mercer & Hole where part of the private client work of Andersens was transferred.
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