Jodie Tarbin (Bury St Edmunds)

Jodie joined the Bury St Edmunds office in 2010 after a period working for a top ten firm, during which time she qualified as a member of the Association of Taxation Technicians. She has since qualified as a Chartered Tax Advisor, having recently passed the Chartered Institute of Taxation exams. Jodie was awarded the East Anglian branch prize for her performance in the May 2016 sitting. Jodie is a Tax Manager and is responsible for a ranging portfolio of private clients. She also chairs the firm’s Property Investors Group and is a member of the Tax User Group.

Outside of work Jodie enjoys playing netball and regularly plays for two local teams. Other interests include cooking and socialising with friends and family.
 
My Latest Blogs
 
Jodie Tarbin
6th September 2017 Bank of Mum and Dad!

  A parent with spare funds to invest may like to consider purchasing a property for their student son or daughter to live in whilst at university, in order to save on student accommodation costs.   We recently advised a client that, so long as their son or daughter lives in the property as his…

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Jodie Tarbin
23rd August 2017 Updated Brief Guides from our Property Investors Group

  Our Property Investors Group have recently updated our ‘A brief guide to…’ documents which are now ready for you to download on our Property sector webpage.   They give help and support with various property related queries relating to stamp duty land tax, treatment of furnished holiday lets and tax for non-resident landlords, for…

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Jodie Tarbin
16th August 2017 Common Tax Errors Landlords Make

  HMRC have a Let Property Campaign to try to encourage landlords who have not previously declared their taxable income and gains to come forward as soon as possible, in order to bring their tax affairs up to date. The let property campaign is aimed at individual landlords with residential property in the UK or…

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Jodie Tarbin
10th August 2017 HMRC’s latest update confirms acceptance of tax calculations from agents

  HMRC’s latest Agent Update announces their plan to withdraw paper copies of the SA302 (for mortgage application purposes) for taxpayers whose self-assessment tax returns are submitted by an agent.  This will take effect from 4 September 2017. To date we have been calling HMRC in order to obtain a paper copy of a client’s…

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Jodie Tarbin
5th June 2017 Whiting & Partners runners-up in RSM charity netball tournament

Whiting & Partners took part in the second annual event run by RSM of Bury St Edmunds who hosted the mixed tournament at Culford School on Thursday 1 June 2017. The event was held in aid of Gee Wizz – a charitable trust raising funds for young people and their families with disabilities or debilitating…

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Jodie Tarbin
29th March 2017 Tax Relief Restriction

Buy-to-let Mortgages: Tax relief restrictions soon to commence. The Chartered Institute of Taxation (CIOT) issued a press release today reminding residential property landlords that the first phase of the restriction of tax relief for mortgage interest commences in April. The change means that finance costs (including mortgage interest) will no longer be deductible in full…

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Jodie Tarbin
21st April 2016 Income Tax Computation

2016/17 Personal Allowance: Utilise against dividend income? The start of the 2016/17 tax year saw the introduction of the personal savings allowance, which tax exempts up to £1,000 of savings income for basic rate tax payers and £500 for higher rate taxpayers (additional rate taxpayers do not receive an allowance).  In addition, a new £5,000…

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Jodie Tarbin
23rd March 2015 Transferrable Personal Allowance

As long as we both shall live: I promise to share my personal allowance with you.. From April 2015, Finance Act 2014 allows spouses and civil partners who cannot claim the married couples allowance (therefore those born on or after 6 April 1935) to transfer a fixed amount of their personal allowance to each other to…

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